Sarojakanta
Panda

Transamerica Financial Advisors, Inc

CRD#6877240
Investment Advisor
in Duluth, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sarojakanta Panda is a financial advisor operating out of Duluth, Georgia with 5 years of industry experience. Panda is an employee of Transamerica Financial Advisors, Inc. Panda has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, At&T Services Inc, Kptech LLC, Health Insurance, Real Estate, At&T Inc and Property And Casuality Insurance. Panda has Series 66 and Series 63 licenses, qualifying them as a securities broker, and is able to advise clients in Georgia and Texas. Transamerica Financial Advisors, Inc is a registered investment firm that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 financial advisors. It manages $2 billion in assets between its 59,659 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 59,659 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Transamerica Financial Advisors, Inc has a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees typically depend on the type of services. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

11340 Lakefield Dr. Suite 250
Duluth, GA 30097

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

GA Average: 62
Total Number of Accounts

59,659

GA Average: 2,474
Average Account Size

$30,430

GA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Sarojakanta Panda Work History

Sarojakanta has been registered as a financial advisor for 5 years.*

2022 - Present (2 years)

Property And Casuality Insurance

2021 - Present (3 years)

At&T Inc

2018 - Present (6 years)

Health Insurance

2017 - Present (7 years)

Transamerica Financial Advisors, Inc

2017 - Present (7 years)

Real Estate

2013 - Present (11 years)

World Financial Group, Inc

2008 - Present (16 years)

Kptech LLC

2008 - 2018 (10 years)

Kptech LLC

2004 - 2020 (16 years)

At&T Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sarojakanta Panda 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

Michael Burns
Braintree, MA
Amanda Ryba
San Jose, CA
Raul Reyes
Woodland Hills, CA
David Winn
Bridgeport, MI
Qi Dong
Plano, TX
Tarl Reynoso
Orem, UT
Diego Conejo
Pasadena, CA
Chad Tacia
San Antonio, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started