Suparna Dutta (CRD# 6235716) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Dayton, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Dayton, OH | Feb 2021 - Current | 3 |
| Wfgia | Dayton, OH | Nov 2012 - Current | 11 |
| Transamerica Financial Advisors, Inc. | Centerville, OH | Jul 2013 - Dec 2020 | 7 |
| Trelevate | Beavercreek, OH | Nov 2015 - Apr 2016 | < 1 |
| Drivetime | Fairfield, OH | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- OH
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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