Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
8yrs
Arvind Mehta
Financial advisor at Principal Securities
Arvind Mehta is a fiduciary financial advisor in Irvine, California, with 8 years in the industry. Arvind joined Principal Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1920 Main St Suite 700, Irvine, CA 92614
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowPrincipal Securities, Inc.Current firm
Contact Arvind
Local office(657) 261-2560Ask for Arvind. (888) 774-6267Main office · Des Moines, IA 1920 Main St Suite 700Irvine, CA 92614Office · Get directions X (Twitter) pagePrincipal Securities
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Questions to ask Arvind
Tailored to Arvind’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Arvind
How do I contact Arvind?
Call Arvind’s local office at (657) 261-2560 or the Principal Securities main office at (888) 774-6267, and ask for Arvind Mehta.
How long has Arvind been a financial advisor?
Arvind has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Arvind hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Arvind a fiduciary?
Arvind is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Arvind paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Arvind for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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