Ram Purohit, financial advisor Bellevue WA
93 score

Ram Purohit

CRD Number: 4469063
Current Firm: Prudential Financial Planning Services

Ram Purohit (CRD# 4469063) is an Investment Advisor Representative working at Prudential Financial Planning Services in Bellevue, WA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities LLC Bellevue, WA Dec 2014 - Current 2
The Prudential Insurance Company Of America Bellevue, WA Dec 2014 - Current 2
Mass Mutual Seattle, WA Oct 2014 - Nov 2014 < 1
Cetera Financial Specialists LLC Schaumburg, IL Oct 2013 - Sep 2014 < 1
Cetera Investment Advisors LLC Schaumburg, IL Oct 2013 - Sep 2014 < 1
Morgan Stanley Bellevue, WA Aug 2013 - Oct 2013 < 1
Metlife Securities Inc. Bellevue, WA Jun 2011 - Aug 2013 2
Primerica Financial Services Duluth, GA May 2001 - Jun 2011 10
Pfs Investments Inc. Duluth, GA Feb 2000 - Jun 2011 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Ram K. Purohit
Phone Number: 800-235-7637
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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