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    Avinash Deshpande

    Financial / Retirement Planner at The Capital Legacy, LLC

    Avinash Deshpande is the Chairman of The Capital Legacy, LLC, a financial services company based in East Brunswick, New Jersey.1 He has an extensive background in financial planning and investment advisory services.

    Key details about Avinash Deshpande:

    1. Current Role: Chairman of The Capital Legacy, LLC since at least 2023.1

    2. Professional Experience:

      • Registered Representative at LPL Financial LLC from November 2010 to August 2024.3
      • Previously worked as an Investment Adviser Representative at Atlas Private Wealth Advisors and Private Advisor Group, LLC.3
    3. Business Activities:

      • Operates The Capital Legacy, LLC as a DBA (Doing Business As) for LPL Business, spending significant time on this venture.3
      • Also involved in non-variable insurance as an insurance broker.3
    4. Qualifications:

      • Holds various securities licenses and has passed qualification examinations.3
    5. Disclosure Information:

      • Has one customer dispute disclosed in his regulatory record.3
    6. Company Focus:

      • The Capital Legacy, LLC specializes in financial and retirement planning strategies for physicians, dentists, privately held corporations, and high net worth families.1
      • Services include estate planning, wealth protection, risk management, and business continuation planning.1

    It's important to note that this Avinash Deshpande should not be confused with others of the same name, such as the Director and Chief Operating Officer at TDK India Private Limited2 or the Data Innovator based in Cupertino, California4, who have different professional backgrounds and roles.

    Highlights

    Legacy Planning Group - Ameriprise Financial Services, LLC

    Related Questions

    What are Avinash Deshpande's key achievements at The Capital Legacy, LLC?
    How did Avinash Deshpande transition from TDK India to The Capital Legacy, LLC?
    What specific strategies does Avinash Deshpande implement for financial and retirement planning?
    What is Avinash Deshpande's background in operational excellence?
    How has Avinash Deshpande's experience in Lean Manufacturing influenced his approach at The Capital Legacy, LLC?
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    Location

    East Brunswick, New Jersey, United States