Unclaimed Profile

Samir Chunilal Thakkar

20/20 CAPITAL MANAGEMENT, INC·COSTA MESA, California

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65CFP29 years registered20/20 CAPITAL MANAGEMENT, INC

940 SOUTH COAST DRIVE, COSTA MESA, CA 92626CRD# 1839047Firm CRD# 281692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Samir Chunilal Thakkar · COSTA MESA, CA

Registration

CRD #1839047 · 20/20 CAPITAL MANAGEMENT, INC · 29 years registered

Brand Profile

Not yet started

Career History

PRIME CAPITAL FINANCIAL

Mar 2022 – present

20/20 CAPITAL MANAGEMENT, INC

Nov 2022 – Dec 2022

Costa Mesa, CA

20/20 CAPITAL MANAGEMENT, INC

Mar 2016 – Nov 2022

COSTA MESA, CA

AMERITAS INVESTMENT CORP

Sep 2004 – Oct 2017

COSTA MESA, CA

THE ADVISORS GROUP, INC.

Jul 1997 – Sep 2004

COSTA MESA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

2004Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

20/20 CAPITAL MANAGEMENT, INC

CRD 281692 · SEC 801-106924

AUM

$677M

Regulatory assets under management

Employees

2,427 client accounts

Services offered by 20/20 CAPITAL MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at 20/20 CAPITAL MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Samir Chunilal Thakkar offer?

Samir Chunilal Thakkar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.

What are Samir Chunilal Thakkar's credentials?

Samir Chunilal Thakkar holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Samir Chunilal Thakkar located?

Samir Chunilal Thakkar is based in COSTA MESA, California, working with 20/20 CAPITAL MANAGEMENT, INC. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Samir Chunilal Thakkar charge for services?

Samir Chunilal Thakkar's firm is compensated through percentage of aum, hourly charges, subscription fees, other: advicepay monthly qtrly subscription. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 20/20 CAPITAL MANAGEMENT, INC?

20/20 CAPITAL MANAGEMENT, INC has approximately 38 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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