Inderpal Singh Anand

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Garden City, NY
• 03/2020 → 12/2024
  Ameriprise Financial Services, Llc
  Garden City, NY
• 12/2024 → Present
  Lpl Financial
  Melville, NY

Previous Registrations

• 2007-07-05 → 2024-12-05
  Ameriprise Financial Services, Llc
  Mitchel Field, NY
  Mitchel Field, NY
  Garden City, NY
  Woodbury, NY
  Melville, NY

Other Businesses

12/02/2024 - Anand Wealth Management- DBA for LPL Business- Investment Related - Melville, NY - Start Date 12/04/2024 - Hours per month 160 - Time Spent 100 12/02/2024 - Anand & Associates - DBA for LPL Business - Investment Related - Melville, NY - Start Date 12/04/2024 - Hours per month 160 - Time Spent 100

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-06-27

Other Names

• Inder Anand
• Inderpal Singh Anand