Naveen Neerukonda
Investment adviser representative at Pva Financial, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$136.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Pva Financial, LLCJul 2018 to now
- Anil Neerukonda Educational SocietyJan 2010 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Pva Financial, LLC
Legal name: Pva Financial LLC
$136.9MAssets managed
49Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3243997
- Firm CRD
- 312523