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Anil Ganapathy Chakkera

LONG-TERM SOLUTIONS, LLC·MILL VALLEY, California
Series 7, Series 63, Series 65Clean record20 years registeredLONG-TERM SOLUTIONS, LLC
104 TIBURON BOULEVARD, MILL VALLEY, CA 94941CRD# 2808289Firm CRD# 137611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anil Ganapathy Chakkera · MILL VALLEY, CA
Registration
CRD #2808289 · LONG-TERM SOLUTIONS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: LONG-TERM SOLUTIONS, LLC
Aug 2013Mar 2017
MILL VALLEY, CA
INLIGN WEALTH MANAGEMENT, LLC
Nov 2005Feb 2007
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · November 14, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LONG-TERM SOLUTIONS, LLC
CRD 137611 · SEC 801-66331
AUM
$147M
Regulatory assets under management
Employees
6
122 client accounts
Services offered by LONG-TERM SOLUTIONS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Anil Ganapathy Chakkera offer?
Anil Ganapathy Chakkera specializes in Financial Planning, Investment Management, Retirement Planning.
What are Anil Ganapathy Chakkera's credentials?
Anil Ganapathy Chakkera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anil Ganapathy Chakkera located?
Anil Ganapathy Chakkera is based in MILL VALLEY, California, last registered with LONG-TERM SOLUTIONS, LLC.
How does Anil Ganapathy Chakkera charge for services?
Anil Ganapathy Chakkera's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONG-TERM SOLUTIONS, LLC?
LONG-TERM SOLUTIONS, LLC has approximately 6 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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