Harry Sherdil and associate adviser Nestor Belmonte, who managed $250 million at Wells Fargo Advisors in Fremont, California, have gone independent via LPL Financial and set up Humanity Wealth Advisors in Newark, California.
Humanity affiliated through The Financial Services Network, an LPL office of supervisory jurisdiction, and will use its Strategic Wealth Advisors Group registered investment adviser.
Sherdil, who emigrated to this country from India in 1990, says his goal is to help 100 young men and women from all nationalities join the financial services industry.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
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The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
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