Yoga L Gudivada
Investment adviser representative at Transamerica Financial Advisors, LLC
10 yearsExperience
3 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- People 2.0Jul 2025 to now
- College Funding Solutions IncJun 2025 to now
- Net LawNov 2024 to now
- Gita Mandir IncApr 2024 to now
- Transamerica Employee BenefitsFeb 2024 to now
- A+ Insurance DesignersDec 2021 to now
- Gavi Associates IncNov 2021 to now
- Transamerica Financial Advisors, LLCAug 2020 to now
- WfgiaJul 2019 to now
- World System Builders (wsb)May 2019 to now
- Drivestream IncJan 2018 to Dec 2021
- Travercent IncAug 2017 to Dec 2017
- Inoapps USASep 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NC, NJ, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7291489
- Firm CRD
- 16164