GK
Gitanjali Kumar
WORTHIQUE
PLEASANTON, CA
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CRD#: 4055311
GK
Professional summary
Gitanjali Kumar, who also goes by Gita Kumar, is a registered financial advisor currently at WORTHIQUE located in Pleasanton, California.
Gitanjali is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Gitanjali has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gita Kumar
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Gitanjali Kumar'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®
NoneExperience
Current
October 28, 2024 - Present
WORTHIQUE
RIA
CRD#: 333101
PLEASANTON, CA
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(10/28/2024)
Exams
Current Firm
WO
WORTHIQUE
WORTHIQUE | WORTHIQUE LLC
CRD#: 333101 / SEC#:
California
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Contact information
Main Address
Pleasanton, CA
Mailing Address
Phone number
(415) 281-1863
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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