Vikram Raghavendra
Kirikera

Transamerica Financial Advisors, Inc

CRD#6351254
Investment Advisor
in Bellevue, WA

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About this Advisor

Vikram Raghavendra Kirikera is a financial advisor operating in Bellevue, Washington with a total of 3 years of relevant experience. Kirikera is on the advisory team at Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Providence Health And Services, Cedent Consulting Inc, Pacific Medical Center (Part Of The Company Providence Health An and National Association Of Registered Social Security Analysts. Kirikera holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey, North Carolina, Texas and Washington. Transamerica Financial Advisors, Inc is a financial advisory firm headquartered in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 employees. It administers $2 billion in total assets across its 59,659 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. Transamerica Financial Advisors, Inc offers a number of services, including 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 depend on which service is provided. However, fee types charged 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

355 118Th Ave Se Suite 100A
Bellevue, WA 98005

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

WA Average: 62
Total Number of Accounts

59,659

WA Average: 2,474
Average Account Size

$30,430

WA 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

Vikram Raghavendra Kirikera Work History

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

2021 - Present (3 years)

National Association Of Registered Social Security Analysts

2014 - Present (10 years)

Transamerica Financial Advisors, Inc

2013 - Present (11 years)

Providence Health And Services

2013 - Present (11 years)

Pacific Medical Center (Part Of The Company Providence Health An

2010 - Present (14 years)

World Financial Group, Inc

2013 - 2013 (< 1 year)

Cedent Consulting 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 Vikram Raghavendra Kirikera 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

Qi Dong
Plano, TX
Amanda Ryba
San Jose, CA
Edward Peterson
Plano, TX
Patrick Dailey
Rancho Santa Margarita, CA
James Shoblo
Colorado Springs, CO
Tarl Reynoso
Orem, UT
Chad Tacia
San Antonio, TX
David Winn
Bridgeport, MI

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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