As an Investment Advisor Representative (IAR), he enjoys developing financial plans and engaging clients while helping them understand their needs.
Vishal Gaur, Vice President, has more than 20 years’ experience and currently holds Pennsylvania insurance licenses, the 7 series and 63 securities registrations with LPL Financial. He is also a Chartered Financial Consultant (ChFC).
Prior to joining Atlantic Wealth Group, LLC, Vishal gained experience working as a financial advisor with Raymond James Financial Services, Wells Fargo Bank, and Met Life. At Wells Fargo Advisors and Sovereign/Santander, LLC, he excelled, cultivating beneficial relationships with clients and prospects.
In his previous career, Vishal held demanding positions in marketing where he worked on marketing projects, solicited corporate contributions, and helped to generate sales leads. His outstanding performance earned him recognition and several accolades in the marketing field.