Sandeep Varma, financial advisor San Diego CA

Sandeep Varma

CRD Number: 1926613
Current Firm: Avantax Advisory Services

Sandeep Varma (CRD# 1926613) is an Investment Advisor Representative working at Avantax Advisory Services in San Diego, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investment Services, Inc. San Diego, CA May 2022 - Current 1
Avantax Advisory Services San Diego, CA May 2022 - Current 1
Avantax Insurance Agency LLC San Diego, CA May 2022 - Current 1
Ats Advanced Trustee Strategies Inc. San Diego, CA Jun 2003 - Current 20
Sandeep Varma (public Speaking) San Diego, CA Mar 2000 - Current 24
Varma Insurance Marketing Strategies San Diego, CA Jan 2000 - Current 24
Sandeep Varma Wealth Strategies Llc Dba Ats Wealth Management San Diego, CA Jul 1998 - Current 25
Fsc Securities Corp Atlanta, GA Oct 2015 - Apr 2022 6
Lpl Financial LLC San Diego, CA Mar 1995 - Oct 2015 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
Disclosure Information

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
Contact Info for Sandeep Varma
Phone Number: 972-870-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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