Aradhana Verma (CRD# 4914743) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in El Dorado Hills, CA and has over 19 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Co | El Dorado, CA | Nov 2023 - Current | < 1 |
| Unemployed | Folsom, CA | Jun 2023 - Nov 2023 | < 1 |
| Farmers Financial Solutions | Citrus Heights, CA | Feb 2005 - Jun 2023 | 18 |
| Farmers Insurance Group | Citrus Heights, CA | Nov 2004 - Jun 2023 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
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