Kumar Bhandari
Investment adviser representative at Transamerica Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
PFSDesignation
$2.1BFirm assets
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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
11 years in the industry.
- Transamerica Financial Advisors, LLCJul 2026 to now
- WfgiaMar 2026 to now
- Brenau UniversityJun 2024 to now
- Alpine Hcm & Acct Consulting Inc.Jul 2022 to now
- Sk Homes LLCSep 2017 to now
- Prime Cpa LLCJul 2015 to now
- Abel Accounting Services LLCFeb 2025 to Dec 2025
- Avantax Advisory ServicesAug 2024 to May 2025
- Avantax Insurance Agency, LLCAug 2024 to May 2025
- International Investor Services, IncApr 2019 to Oct 2019
- Prime Accounting & Tax Solutions LLCJan 2018 to Dec 2018
- Aprio LipJan 2016 to Dec 2017
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7444362
- Firm CRD
- 16164