Mahesh Bhupalam (CRD# 5895302) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Columbus, OH and has over 12 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Medico Corp | Des Moines, IA | Dec 2021 - Current | 2 |
| Registered Social Security Analysts | Cincinnati, OH | Nov 2021 - Current | 2 |
| Net Law Group Inc. | Louisville, KY | Jun 2021 - Current | 2 |
| World System Builders (wsb) | Alviso, CA | Sep 2014 - Current | 9 |
| Transamerica Financial Advisors, Inc. | Columbus, OH | Jan 2012 - Current | 12 |
| World Financial Group, Inc. | Columbus, OH | Oct 2010 - Current | 13 |
| Debtmerica, LLC | Santa Ana, CA | Sep 2011 - Dec 2022 | 11 |
| Totally Productive Group, Inc. | Cape Coral, FL | Oct 1998 - Mar 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- NJ
- OH
- 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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