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PG

Paminder S. Gujral

ROBERT GUJRAL CPA
Villa Park, CA
Some features on this profile are disabled
CRD#: 1892359
PG

Professional summary

Paminder Singh Gujral, who also goes by Bob Gujral, Robert Gujral, is a registered financial advisor currently at ROBERT GUJRAL CPA located in Villa Park, California.

Paminder is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Paminder has worked at 3 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bob Gujral | Robert Gujral

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I PRACTICE AS A CERTIFIED PUBLIC ACCOUNTANT IN THE STATE OF CALIFORNIA, PREPARING COMPILED FINANCIAL STATEMENTS AND CORPORATE AND INDIVIDUAL TAX RETURNS.I DEVOTE ABOUT 10% OF MY TIME TO MY CPA PRACTICE OR ABOUT 4 HOURS A WEEK ON AVERAGE, BUT MORE DURING TAX SEASON AND LESS AT OTHER TIMES IN THE YEAR.SOME BUT NOT ALL OF MY INVESTMENT ADVISORY CLIENTS ARE ALSO CLIENTS OF THE CPA PRACTICE.I MAINTAIN SEPARATE BOOKS AND BANK ACCOUNTS FOR THE TWO PRACTICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paminder Singh Gujral's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 13, 2021 - Present

ROBERT GUJRAL CPA

RIA
CRD#: 138738
Villa Park, CA
Past

December 6, 2017 - December 31, 2020

ROBERT GUJRAL CPA

RIA
CRD#: 138738
VILLA PARK, CA
Past

January 24, 1989 - May 21, 1990

TRANSAMERICA SECURITIES SALES CORPORATION

BD
CRD#: 17970
Past

January 24, 1989 - May 21, 1990

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/13/2021)

Exams

General Industry/Product Exam
RR
Series 7
Date: 9/4/1998
General Securities Representative Examination

Current Firm

RG
ROBERT GUJRAL CPA
PAMINDER GUJRAL | ROBERT GUJRAL R.I.A. | ROBERT GUJRAL CPA | PAMINDER SINGH GUJRAL

CRD#: 138738 / SEC#:

California
Registered Investment Advisory firm - (1/13/2021 Approved)
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Contact information

Main Address
Villa Park, CA
Mailing Address
Phone number
(951) 847-2642
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts53
AUM (Assets Under Management)$ 34,847,407

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROBERT GUJRAL CPA

CRD#: 138738Villa Park, CA

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