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Ram Venkat Kalagara

Transamerica Financial Advisors, Inc.

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About Ram Venkat Kalagara

Ram Venkat Kalagara is a financial advisor registered with Transamerica Financial Advisors, Inc. Ram has been in the financial services industry since 2021 and holds licenses to provide financial advice and sell securities in North Carolina. Ram is a licensed insurance agent and specializes in providing financial planning and portfolio management for individuals. Ram has also been involved in other businesses such as real estate brokerage and mortgage brokerage.

Firm Information

Ram Kalagara is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ram Kalagara’s Registration & Firm History

NC

06/20/2023 - Present

Transamerica Financial Advisors, Inc. (Cary NC)

NC

03/03/2021 - 09/23/2021

TRANSAMERICA FINANCIAL ADVISORS, INC (Charlotte NC)

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Licenses & Designations

BOTH

Issued 06/10/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/03/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ram Venkat Kalagara.
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