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Lavina Nagar

MAYA ADVISORS, INC.·PALO ALTO, California
Series 65Clean record16 years registeredMAYA ADVISORS, INC.
228 HAMILTON AVENUE, PALO ALTO, CA 94301CRD# 5360087Firm CRD# 144325

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lavina Nagar · PALO ALTO, CA
Registration
CRD #5360087 · MAYA ADVISORS, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

MAYA ADVISORS, INC.
Jun 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 2, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAYA ADVISORS, INC.
CRD 144325 · SEC 801-129758
AUM
$104M
Regulatory assets under management
Employees
1
160 client accounts
Services offered by MAYA ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MAYA ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Lavina Nagar offer?
Lavina Nagar specializes in Financial Planning, Investment Management. Contact their office in PALO ALTO, California for a consultation.
What are Lavina Nagar's credentials?
Lavina Nagar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lavina Nagar located?
Lavina Nagar is based in PALO ALTO, California, working with MAYA ADVISORS, INC.. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does Lavina Nagar charge for services?
Lavina Nagar's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAYA ADVISORS, INC.?
MAYA ADVISORS, INC. has approximately 1 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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