Vj Arjan
Professional summary
Vj Arjan, CFP®, ChFC®, who also goes by Cj Arjan, VIraj Lalit Arjan, Viraj Arjan, is a registered financial advisor currently at CONCAP LLC located in Bee Cave, Texas.
Vj is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Vj has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vj Arjan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
July 15, 2022 - Present
CONCAP LLC
January 29, 2016 - August 4, 2022
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
November 5, 2015 - August 4, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
March 20, 2008 - May 20, 2008
EDWARD JONES
February 25, 2008 - May 20, 2008
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/4/2024)
(7/15/2022)
Exams
Current Firm
CONCAP LLC
CRD#: 321873 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 4,034,775 |
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.
