Pratik Kirtikumar Bhavsar
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- LPL Financial LLCFeb 2023 to now
- M&t BankFeb 2023 to now
- Hiren PatelSep 2022 to Jan 2023
- Nicholas LamannaAug 2022 to Jan 2023
- Northwestern Mutual Wealth Management CompanyMar 2022 to Sep 2022
- Northwestern Mutual Investment Services LLCNov 2020 to Jan 2023
- Northwestern Mutual Life Insurance CompanyNov 2020 to Sep 2022
- PNC BankNov 2018 to Nov 2020
- Capital OneJan 2017 to Oct 2018
- Jps Fine Wine and SpiritsJan 2009 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6558809
- Firm CRD
- 6413