Karthik Muraliraj, financial advisor Dallas TX
93 score

Karthik Muraliraj

CRD Number: 5534929
Current Firm: Wfg Advisors, LP

Karthik Muraliraj (CRD# 5534929) is an Investment Advisor Representative working at Wfg Advisors, LP in Dallas, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wfg Investments, Inc. Dallas, TX Jan 2012 - Current 4
Axa Advisors, LLC New York, NY May 2008 - Current 8
Santa Rita Cantina Austin, TX Nov 2007 - Jun 2008 < 1
University Of Texas At Austin Austin, TX Aug 2005 - May 2008 2
First English Child Development Austin, TX Apr 2007 - Nov 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Karthik Muraliraj
Phone Number: 972-661-8700
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    1,466
    MILLIONS
  • Total Number of Accounts
    9,918
    ACCOUNTS
  • Average Account Value
    $147,783
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
  • Pension consulting services
  • 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, 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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