Unclaimed Profile

Shefali Agrawal

DIRECT 401K, LLC·MIRAMAR BEACH, Florida

Clean recordDIRECT 401K, LLC

495 GRAND BLVD, STE 206, MIRAMAR BEACH, FL 32550CRD# 6442645Firm CRD# 173939

Profile Verification

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

Identity

Shefali Agrawal · MIRAMAR BEACH, FL

Registration

CRD #6442645 · DIRECT 401K, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shefali Agrawal is a registered financial advisor based in MIRAMAR BEACH, Florida, affiliated with DIRECT 401K, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

DIRECT 401K, LLC

DIRECT 401K

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at DIRECT 401K, LLC →

Services

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6442645

Firm CRD# 173939

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shefali Agrawal offer?

Shefali Agrawal specializes in Fee-Only Advisory. Contact their office in MIRAMAR BEACH, Florida for a consultation.

What are Shefali Agrawal's credentials?

Shefali Agrawal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shefali Agrawal located?

Shefali Agrawal is based in MIRAMAR BEACH, Florida, working with DIRECT 401K, LLC. Their office serves clients in the MIRAMAR BEACH metropolitan area and surrounding communities.

How does Shefali Agrawal charge for services?

Shefali Agrawal's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIRECT 401K, LLC?

DIRECT 401K, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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