Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vikalp? Claim Your ProfileVikalp Agrawal is an investment advisor representative with Tucker Asset Management LLC based in Littleton, Colorado. Vikalp is registered in North Carolina and has been working in the financial services industry since 2005. Vikalp offers financial planning services, portfolio management for businesses, and portfolio management for individuals. He specializes in financial planning, managing assets for individuals, and managing assets for small businesses. Vikalp has a Series 65 license and works with individuals and high-net-worth clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
1
2
NC
06/06/2024 - Present
Tucker Asset Management LLC (Charlotte NC)
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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