Kavita Rajaratnam, financial advisor San Diego CA

Kavita Rajaratnam

CRD Number: 3119666
Current Firm: Transamerica Financial Advisors, Inc.

Kavita Rajaratnam (CRD# 3119666) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Diego, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor San Diego CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor San Diego CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Company Name Location Dates Years
Net Law Group Inc. Louisville, KY Oct 2021 - Current < 1
Big Block Realty San Diego, CA Jan 2020 - Current 1
Transamerica Financial Advisors, Inc. San Diego, CA Aug 2019 - Current 2
World Financial Group, Inc. San Diego, CA Apr 2017 - Current 4
Realty One Group San Diego San Diego, CA Dec 2017 - Jan 2020 2
Keller Williams Realty San Diego, CA Jul 2011 - Dec 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2019
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Kavita Rajaratnam
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.