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Kushal + Shah - Financial Advisor in Newbury Park, CA

Paladin Research Report For:

Kushal Shah

Davinci Capital Partners

3788 Calle Posadas
Newbury Park, CA 91320
805-341-7104

General Information

CRD#
  • 5017061
Firm CRD#
  • 5017061
Name of Custodial Firm
  • TD Ameritrade : Fidelity : Charles Shcwab
States Licensed in
  • CA AZ UT
Years of Experience in Financial Services
  • 14
Number of Years with Current Firm
  • 2
Advisory Services Provided
  • Financial Planning for Individuals, Retirement Planning, Estate Planning & Trusts, Tax Advice and Services

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CRPC®
Securities Licenses
  • Series 66

Compensation and Fees

Fee Structure
  • Fee-Only
Fee % Based on Assets
  • 100%
Additional Details on Charges
  • We have break point discounts based on assets that we manage for clients

Education

Business Management Economics - Applied Finance and Accounting
  • University of California Santa Cruz
    08/2002 - 06/2005

BASIC INFORMATION NEEDED FOR THE INQUIRY