Ram
Kalagara

Transamerica Financial Advisors, Inc

CRD#7337433
Investment Advisor
in Charlotte, NC

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About this Advisor

Ram Kalagara is a financial advisor based in Charlotte, North Carolina, working with Transamerica Financial Advisors, Inc. Ram has previously held positions at Transamerica Financial Advisors, Inc, Aecom, World Financial Group, Inc, IBM, Signature Consultants, Ram Realty LLC, Ram Mortgage LLC, Indcap LLC, Arka Heights LLC, Lancaster Capital LLC, James Richard LLC, and the Telugu Association of Greater Charlotte Area (TAGCA). Ram has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Ram is part of Transamerica Financial Advisors, Inc, which operates out of Charlotte, North Carolina. 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 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

8430 University Executive Park Drive Suite 655
Charlotte, NC 28262

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

NC Average: 62
Total Number of Accounts

45,001

NC Average: 2,474
Average Account Size

$35,987

NC Average: $750,025

Investment Advisory Services

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

Ram Kalagara Work History

2023 - Present (1 year)

Transamerica Financial Advisors, Inc

2022 - Present (2 years)

Ram Mortgage LLC

2020 - Present (4 years)

World Financial Group, Inc

2019 - Present (5 years)

Arka Heights LLC

2018 - Present (6 years)

Indcap LLC

2018 - Present (6 years)

Lancaster Capital LLC

2018 - Present (6 years)

James Richard LLC

2016 - Present (8 years)

Telugu Assocation Of Greater Charlotte Area (Tagca)

2015 - Present (9 years)

Ram Realty LLC

2004 - Present (20 years)

Ibm

2021 - 2021 (< 1 year)

Transamerica Financial Advisors, Inc

2018 - 2022 (4 years)

Signature Consultants

2002 - 2017 (15 years)

Aecom

Disclosures

Please visit the SEC profile of Ram Kalagara 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

Jennifer Lewis
Cincinnati, OH
Jeremiah Schalk
Cincinnati, OH
Steven Smith
Portland, OR
Junwei Liu
West Covina, CA
Angel Vidal
Port Jefferson Station, NY
Yancey Mbolda
Houston, TX
Jonathan Fonash
Cedar Rapids, IA
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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