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VG

Vipul Gondalia

FINACURA ADVISORY LLC
CUMMING, GA 30041
Some features on this profile are disabled
CRD#: 7703349
VG

Professional summary

Vipul Gondalia is a registered financial advisor currently at FINACURA ADVISORY LLC located in Cumming, Georgia.

Vipul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Vipul has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
Vipul Gondalia works as Software Engineer for Cox Communications Inc. Approximately forty hours a week are spent on this other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vipul Gondalia'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 13, 2023 - Present

FINACURA ADVISORY LLC

Office #1: 410 Peachtree Pkwy Suite 4245, Cumming, GA 30041
RIA
CRD#: 325447
CUMMING, GA

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
Georgia
(4/13/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/5/2023
Uniform Investment Adviser Law Examination

Current Firm

FA
FINACURA ADVISORY LLC
FINACURA ADVISORY LLC

CRD#: 325447 / SEC#:

Georgia
Registered Investment Advisory firm - (4/13/2023 Approved)
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Contact information

Main Address
410 Peachtree Pkwy Suite 4245, Cumming, GA 30041
Mailing Address
Phone number
(813) 505-0830
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts8
AUM (Assets Under Management)$ 4,045,863

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

FINACURA ADVISORY LLC

CRD#: 325447Cumming, GA 30041

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