Investment adviser representative · Heckman Financial & Insurance Services, Inc.
Harpal Sangha
CRD 8228007 · San Jose, CA
At a glance
Harpal Sangha is an investment adviser representative with Heckman Financial & Insurance Services, Inc. in San Jose, CA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Heckman Financial & Insurance Services, Inc.Since February 2026San Jose, CA · $116M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Harpal’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Heckman Financial & Insurance Services, Inc.
- Roger L. GainerSan Jose · Chartered Financial Consultant
- Eric R. HeckmanSan Jose · Certified Financial Planner, Chartered Financial Consultant
- Kevin R. McClellandSan Jose
- William J. Smithers IIISan Jose
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