Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Digvijay? Claim Your ProfileDigvijay Gohil is a financial advisor registered with Lion Street Advisors, LLC. Digvijay has over 15 years of experience in the financial services industry and holds multiple licenses and designations, including Series 4, 7, 24, 52TO, 53, 66, and SIE. Digvijay is experienced in providing financial planning and investment management services for both individuals and businesses. Prior to joining Lion Street Advisors, LLC, Digvijay worked at HD Vest Investment Services and NFP Securities, Inc.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/04/2016 - Present
Lion Street Advisors, LLC (AUSTIN TX)
TX
05/08/2008 - 02/26/2016
HD VEST INVESTMENT SERVICES (Irving TX)
TX
08/22/2007 - 04/23/2008
NFP SECURITIES, INC. (AUSTIN TX)
BOTH
Issued 08/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2011
Series 4 - Registered Options Principal Examination
BC
Issued 05/24/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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