Amandeep Singh
Investment adviser representative at Equanimity Financial Partners
11 yearsExperience
1 stateRegistered in
$234.3MFirm assets
16 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 assetsFixed 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
11 years in the industry.
- Equanimity Financial PartnersJan 2022 to now
- Pruco Securities LLCOct 2021 to Dec 2021
- United States Census BureauAug 2020 to Oct 2020
- California State University Los AngelesSep 2019 to Dec 2020
- Punjab Indian Market and CuisineDec 2015 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Equanimity Financial Partners
Legal name: Hba Advisors, LLC
$234.3MAssets managed
665Clients
2Advisers
16 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
- 7461086
- Firm CRD
- 152050