Sathesh JanakiCRD Number: 5452880
Current Firm: Allstate Financial Advisors, LLC
Sathesh Janaki (CRD# 5452880) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Universal City, TX and has over 9 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Allstate Insurance Co||San Antonio, TX||Mar 2014 - Current||2|
|Jlm Holdings Ltd||Corpus Christi, TX||Aug 2001 - Oct 2014||13|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Dec 2009 - Feb 2014||4|
|Usaa Financial Planning Services||San Antonio, TX||Dec 2009 - Feb 2014||4|
|School||Corpus Christi, TX||Jul 1997 - May 2009||11|
|Ubs Financial Services||Corpus Christi, TX||Nov 2007 - Apr 2009||1|
|Shyam Radhe LLC||Corpus Christi, TX||Sep 2006 - Jan 2008||1|
|J&e Granite LLC||Corpus Christi, TX||Aug 2003 - Oct 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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.