Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deepak? Claim Your ProfileDeepak Tummala is an Investment Advisor Representative with Tummala Wealth Management, LLC. Deepak is registered with the state of California and has been in the industry since February 2024. Deepak holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Deepak specializes in Financial Planning, Portfolio Management for Individuals and Pension Consulting. Deepak is also involved in several other business ventures.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/09/2024 - Present
Tummala Wealth Management, LLC (CLAREMONT CA)
IA
Issued 08/04/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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