Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Venkat? Claim Your ProfileVenkat Yarlagadda is an investment advisor representative with Index Fund Advisors, Inc. He is registered with the state of California, Louisiana, Texas and Washington to provide investment advice. Venkat holds a Series 65 license and has been with Index Fund Advisors, Inc. since March 2008. Index Fund Advisors, Inc. is an investment advisor firm based in Irvine, California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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CA
11/16/2020 - Present
Index Fund Advisors, Inc. (IRVINE CA)
IA
Issued 03/03/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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