Keshav K. Agrawal

PREM INVESTMENT ADVISORY SERVICES

AURORA, IL 60504

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CRD#: 5799852

Professional summary

Keshav Kumar Agrawal, who also goes by Keshav K Agrawal, is a registered financial advisor currently at PREM INVESTMENT ADVISORY SERVICES, INC. located in Aurora, Illinois.

Keshav is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Keshav has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keshav K Agrawal

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 AM A CERTIFIED PUBLIC ACCOUNTANT AND PRESIDENT OF TWO VERY SMALL ACCOUNTING BUSINESSES (A) PREM TAX AND ACCOUNTING CORP AND, (B) KESHAV PREM & ASSOCIATES, P.C. AND BOTH ARE OPERATED FROM 4260 WESTBROOK DR, STE 107, AURORA, IL 60504. I SPEND ABOUT 600 HOURS PER YEAR, ADDITIONALLY, (C) PREM INVESTMENT ADVISORY SERVICES INC - IT WAS FORMED TO RENDER INVESTMENT ADVISORY SERVICES AND FILED IN APRIL 2011 WITH FINRA FOR IL REGISTRATION. (D) AUM HOME LOAN CORP - DOING THE BUSINESS AS MORTGAGE BROKER AND MLO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keshav Kumar Agrawal'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

April 28, 2011 - Present

PREM INVESTMENT ADVISORY SERVICES, INC.

Office #1: 4260 Westbrook Dr Ste 107, Aurora, IL 60504

RIA

CRD#: 154860

AURORA, IL

Past

October 4, 2010 - December 15, 2015

AGRAWAL, KESHAV

RIA

CRD#: 154193

NORTH AURORA, IL

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

Illinois
(4/28/2011)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/7/2009

Uniform Investment Adviser Law Examination

Current Firm

PREM INVESTMENT ADVISORY SERVICES, INC.

CRD#: 154860 / SEC#:

Illinois

Registered Investment Advisory firm - (11/10/2025 Termination Requested)

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Contact information

Main Address

4260 Westbrook Dr Ste 107, Aurora, IL 60504

Mailing Address

Phone number

(630) 923-7789

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 209,800

Red Flags

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

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Keshav K. Agrawal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keshav Kumar Agrawal's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREM INVESTMENT ADVISORY SERVICES, INC.

AGRAWAL, KESHAV

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2009

Current Firm

PREM INVESTMENT ADVISORY SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PREM INVESTMENT ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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