DG
Dalbir S. Gill
KHALIS FINANCIAL ADVISORS LLC
Dublin, CA
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CRD#: 5146742
DG
Professional summary
Dalbir Singh Gill is a registered financial advisor currently at KHALIS FINANCIAL ADVISORS LLC located in Dublin, California.
Dalbir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Dalbir has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Dalbir Singh Gill'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
April 27, 2023 - Present
KHALIS FINANCIAL ADVISORS LLC
RIA
CRD#: 323950
Dublin, 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(4/27/2023)
Exams
Current Firm
KF
KHALIS FINANCIAL ADVISORS LLC
KHALIS FINANCIAL ADVISORS LLC
CRD#: 323950 / SEC#:
California
Registered Investment Advisory firm - (4/27/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Dublin, CA
Mailing Address
Phone number
(510) 340-5080
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 150,166 |
Red Flags
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