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Vineet Kumar Goyal

Realta Equities, Inc.

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About Vineet Kumar Goyal

Vineet Kumar Goyal is a financial professional with over 20 years of experience in the industry. Vineet is currently registered with Realta Equities, Inc. Vineet has held previous positions with ARETE WEALTH MANAGEMENT, LLC, CAMBRIDGE INVESTMENT RESEARCH, INC., VOYA FINANCIAL ADVISORS, INC., GUNNALLEN FINANCIAL, INC, and CONTINENTAL BROKER-DEALER CORP.. Vineet holds the Series 63, SIE and Series 7 licenses. Vineet is licensed in Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Maine, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas and Virginia.

Firm Information

Vineet Goyal is currently registered with Realta Equities, Inc.. Realta Equities, Inc. is a Corporation formed on January 24, 1989. The firm is registered in 52 states and is also SEC-registered.

Not reported

Assets Under Management

Not reported

Total Clients

56

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Vineet Goyal’s Registration & Firm History

CA

03/14/2022 - Present

Realta Equities, Inc. (San Diego CA)

TX

03/21/2019 - 03/16/2022

ARETE WEALTH MANAGEMENT, LLC (Southlake TX)

TX

09/05/2018 - 03/28/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (Southlake TX)

TX

07/09/2007 - 09/06/2018

VOYA FINANCIAL ADVISORS, INC. (SOUTHLAKE TX)

NY

10/06/2003 - 07/20/2007

GUNNALLEN FINANCIAL, INC (WESTBURY NY)

NY

07/04/2003 - 11/04/2003

CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)

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Licenses & Designations

BC

Issued 07/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Vineet Kumar Goyal. Review regulatory record here.
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