Advisor at Veda Financial Investment Advisory
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Firm
Veda Financial Investment Advisory
Location
Los Angeles, CA
Credentials
Series 63, Series 65, Series 66
Industry experience
10 years
Kavi Virk is a financial advisor at Veda Financial Investment Advisory in Los Angeles, CA, with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Eagle Strategies LLC and New York Life-affiliated firms. Outside of his advisory role, he serves as Vice-President and board member of the Georgetown University Alumni Association's Los Angeles Chapter. Veda Financial is a California-registered independent investment adviser that offers discretionary, value-oriented portfolio management and financial planning to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach with customized equity-focused and balanced strategies tailored to client needs.
Based on Veda Financial Investment Advisory
Account minimum: $500,000
Los Angeles, CA
California
Eagle Strategies (NY Life)
2020 - Present (6 years)
NYLife Securities LLC
2019 - Present (7 years)
New York Life Insurance Co
2019 - Present (7 years)
KSV Media
2009 - 2019 (10 years)
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Series 63, Series 65
Los Angeles, CA
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