Raghu Thota (CRD# 7792637) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Ellicott City, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Ellicott City, MD | Aug 2023 - Current | < 1 |
| Cognizant Technology Solutions | Washington, DC | May 2022 - Current | 2 |
| Alluri Realty | Reston, VA | Aug 2020 - Current | 3 |
| Wfgia | Ellicott City, MD | Jul 2019 - Current | 4 |
| Vinsynergy Digital Technologies | Chantilly, VA | Jun 2021 - Apr 2024 | 2 |
| Finnextgen LLC | Ashburn, VA | Oct 2020 - Apr 2024 | 3 |
| Corecloud App Inc. | Ashburn, VA | Jun 2020 - Apr 2024 | 3 |
| Best Runners Org | Chantilly, VA | Aug 2015 - Apr 2024 | 8 |
| Analytics Next Gen Inc. | Ashburn, VA | May 2015 - Apr 2024 | 8 |
| Optimal Solutions | Mclean, VA | May 2011 - May 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- MD
- VA
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
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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