Srikanth
Komarina

Transamerica Financial Advisors, Inc

CRD#6943164
Investment Advisor
in Stillwater, OK

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About this Advisor

Srikanth Komarina is a financial advisor working in Stillwater, Oklahoma who has 3 years of industry experience. Komarina currently works for Transamerica Financial Advisors, Inc. Komarina has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Arundo Analytics, Sungard Availability Services, Stewart Title, Xr Trading LLC, Philadelphia American Life Insurance Company and Date Recognition Corporation. Komarina has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey, Oklahoma and Texas. Transamerica Financial Advisors, Inc is an advisory business that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 financial advisors. It administers $2 billion in assets among its 59,659 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 client accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

901 S. Main Street Suite 7
Stillwater, OK 74074

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

OK Average: 62
Total Number of Accounts

59,659

OK Average: 2,474
Average Account Size

$30,430

OK 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

Srikanth Komarina Work History

Srikanth has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Date Recognition Corporation

2020 - Present (4 years)

Philadelphia American Life Insurance Company

2018 - Present (6 years)

Transamerica Financial Advisors, Inc

2018 - Present (6 years)

World Financial Group, Inc

2017 - 2019 (2 years)

Arundo Analytics

2015 - 2017 (2 years)

Sungard Availability Services

2014 - 2015 (1 year)

Stewart Title

2010 - 2014 (4 years)

Xr Trading LLC

*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 Srikanth Komarina 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

Weihua Wu
Irvine, CA
Karen Ahn
Draper, UT
Edward Peterson
Plano, TX
Michael Burns
Braintree, MA
Diego Conejo
Pasadena, CA
Qi Dong
Plano, TX
Chad Tacia
San Antonio, TX
Raul Reyes
Woodland Hills, CA

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.

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