Unclaimed Profile

Zainab Murtaza Gandhi

SHOBE & ASSOCIATES, INC·BATON ROUGE, Louisiana

Clean recordSHOBE & ASSOCIATES, INC

8280 YMCA PLAZA DRIVE, BATON ROUGE, LA 70810CRD# 5484679Firm CRD# 114975

Profile Verification

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

Identity

Zainab Murtaza Gandhi · BATON ROUGE, LA

Registration

CRD #5484679 · SHOBE & ASSOCIATES, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Zainab Murtaza Gandhi is a registered financial advisor based in BATON ROUGE, Louisiana, affiliated with SHOBE & ASSOCIATES, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SHOBE & ASSOCIATES, INC

THE SHOBE FINANCIAL GROUP

AUM

$397M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHOBE & ASSOCIATES, INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: THIRD PARTY ADVISORY FEES

Regulatory

SEC/IARD CRD# 5484679

Firm CRD# 114975

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Zainab Murtaza Gandhi offer?

Zainab Murtaza Gandhi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BATON ROUGE, Louisiana for a consultation.

What are Zainab Murtaza Gandhi's credentials?

Zainab Murtaza Gandhi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zainab Murtaza Gandhi located?

Zainab Murtaza Gandhi is based in BATON ROUGE, Louisiana, working with SHOBE & ASSOCIATES, INC. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.

How does Zainab Murtaza Gandhi charge for services?

Zainab Murtaza Gandhi's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHOBE & ASSOCIATES, INC?

SHOBE & ASSOCIATES, INC has approximately 21 employees and manages $397M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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