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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Real Broker New York, NY Aug 2023 - Current < 1
Lspn Pro LLC Lindon, UT Jul 2023 - Current < 1
Net Law Group Inc. Louisville, KY Oct 2021 - Current 2
Big Block Realty San Diego, CA Jan 2020 - Current 4
Transamerica Financial Advisors, Inc. San Diego, CA Aug 2019 - Current 4
World Financial Group, Inc. San Diego, CA Apr 2017 - Current 6
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
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
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

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