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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anagha? Claim Your ProfileAnagha Madrigal is a financial advisor currently registered with LPL Financial LLC and has been in the industry since February 10, 2005. Anagha Madrigal is licensed to offer securities in Arkansas, California, District of Columbia, Florida, Georgia, Illinois, Kansas, Massachusetts, Mississippi, New Jersey, New Mexico, New York, North Carolina, Tennessee, Texas, Virginia, and Wisconsin. Anagha Madrigal also provides investment advice in California and Texas. Prior to joining LPL Financial LLC, Anagha Madrigal was employed by J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. in San Francisco, CA, Russell Financial Services, Inc., Part of Russell Investments in San Francisco, CA, Fidelity Brokerage Services LLC in San Francisco, CA, and UBS Financial Services Inc. in Weehawken, NJ. Anagha Madrigal has passed the Series 66, Series 7, and Series 65 exams. Anagha Madrigal has a total of 17 state registrations and 2 IA state registrations, along with 1 FINRA registration and 1 SRO registration. Anagha Madrigal currently works out of the San Rafael, CA branch office of LPL Financial LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/07/2016 - Present
LPL Financial LLC (SAN RAFAEL CA)
CA
09/06/2012 - 12/15/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (SAN FRANCISCO CA)
CA
07/15/2011 - 08/10/2012
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SAN FRANCISCO CA)
CA
11/04/2009 - 07/13/2011
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
NJ
09/22/2003 - 05/13/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 11/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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