Ashok Ramji, financial advisor Charlotte NC

Ashok Ramji

CRD Number: 2909430
Current Firm: Insight Folios

Ashok Ramji (CRD# 2909430) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sole Proprietor - Tutoring, Warehousing, And Logistics Oregon, IL Feb 2022 - Current 2
Insight Folios Oregon, IL Sep 2019 - Current 4
Top Planning LLC Oregon, IL Nov 2017 - Current 6
Top Driving LLC Sammamish, WA Feb 2022 - Oct 2022 < 1
Virtue Capital Management, LLC Brentwood, TN Apr 2018 - Aug 2019 1
Blue Duck Wealth Management Issaquah, WA Jan 2018 - Mar 2018 < 1
Transamerica Financial Advisors Bellevue, WA Mar 2017 - Nov 2017 < 1
Unemployed Gig Harbor, WA Jan 2017 - Mar 2017 < 1
Unemployed Mill Valley, CA Jan 2016 - Mar 2017 1
Unemployed Encino, CA Jul 2016 - Dec 2016 < 1
Lamoreaux Capital Management Sausalito, CA Dec 2000 - Jan 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Ashok S. Ramji
Phone Number: (704) 529-9500
Registered State(s):
  • IL
  • WA
By the Numbers
  • Total Assets Under Management
    279
    MILLIONS
  • Total Number of Accounts
    1,810
    ACCOUNTS
  • Average Account Value
    $154,123
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, HI, IL, MA, MD, ME, MI, MT, NC, NE, NH, NJ, NY, OH, OR, SC, TN, TX, WA

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