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Gaurav Chand Lall

Investment adviser representative at Vcp Financial LLC
14 yearsExperience
26 statesRegistered in
$142.6MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Vcp Financial LLCJun 2013 to now
  2. Sterne AgeeFeb 2012 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 26 states (CA, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NY, OH, PA, SC, TX, UT, VA, WA, WI).

Vcp Financial LLC

$142.6MAssets managed
411Clients
4Advisers
8 yearsIn 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
4738175
Firm CRD
167901
Advisor's SEC record (opens in a new tab)
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