Rati Tripathi (CRD# 6449200) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Edinburg, TX and has over 9 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Heartland Institute Of Financial Education | Greenwood, CO | Feb 2024 - Current | < 1 |
Bloom Parks And Projects Non-profit Organization | Edinburg, TX | Jul 2022 - Current | 1 |
Bloom Parks And Projects Non-profit Organization | Edinburg, TX | Oct 2021 - Current | 2 |
Lspn Pro, LLC | Lindon, UT | Aug 2021 - Current | 2 |
Legacyshield | Jacksonville, FL | Apr 2021 - Current | 3 |
Health Care Insurnce Business | Collierville, TN | Apr 2020 - Current | 4 |
Mantraa, LLC | Memphis, TN | Aug 2018 - Current | 5 |
Transamerica Financial Advisors, Inc. | Edinburg, TX | Feb 2015 - Current | 9 |
Wfgia | Edinburg, TX | Jan 2014 - Current | 10 |
Debtmerica | Santa Ana, CA | Apr 2021 - Mar 2022 | < 1 |
New Height Real Estate Group | Nashville, TN | Jan 2017 - Jun 2021 | 4 |
Vanderbilt Medical Center | Nashville, TN | Oct 2004 - Oct 2016 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
S63 | Uniform Securities State Law Examination | Mar 2015 |
- NC
- TN
- TX
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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