Krishna
Chandra

Transamerica Financial Advisors, Inc

CRD#2559277
Investment Advisor
in Orange, CA

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About this Advisor

Krishna Chandra is a financial advisor based in Orange, California, working with Transamerica Financial Advisors, Inc. Krishna has previously held positions at Kaycee Technical Services, Inc, World Financial Group, Blue Shield Of Ca, Benelect Employee Benefit Plan, Wwd Products, Word And Brown, Mutual Of Omaha Insurance Co, Mutual Of Omaho Co, United Of Omaha, Transamerica Financial Advisors, Inc, Anthem Blue Cross California, Jsa/United Health Care, Wealthwave, and United India Association. Krishna has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Krishna is part of Transamerica Financial Advisors, Inc, which operates out of Orange, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

765 The City Drive S. Suite 100-A
Orange, CA 92868

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

CA Average: $1,855,561,029
Total Number of Employees

1,127

CA Average: 62
Total Number of Accounts

45,001

CA Average: 2,474
Average Account Size

$35,987

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Krishna Chandra Work History

2016 - Present (8 years)

Wealthwave

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

Jsa/United Health Care

2009 - Present (15 years)

Mutual Of Omaha Insurance Co

2009 - Present (15 years)

Mutual Of Omaho Co, United Of Omaha

2008 - Present (16 years)

Word And Brown

2005 - Present (19 years)

Blue Shield Of Ca

2005 - Present (19 years)

Benelect Employee Benefit Plan

2001 - Present (23 years)

World Financial Group

1999 - Present (25 years)

Anthem Blue Cross California

1997 - Present (27 years)

Kaycee Technical Services, Inc

1997 - Present (27 years)

United India Association

1995 - Present (29 years)

Wwd Products

Disclosures

Please visit the SEC profile of Krishna Chandra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Derek Thompson
New York, NY
Yancey Mbolda
Houston, TX
Junwei Liu
West Covina, CA
Jonathan Fonash
Cedar Rapids, IA
Angel Vidal
Port Jefferson Station, NY
Gregory Clingerman
Dayton, OH
Sergio Xula
Villa Park, IL
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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