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Venugopal R. Reddy

FBS SECURITIES
Mckinney, TX 75070
Some features on this profile are disabled
CRD#: 5125813
VR

Professional summary


Venugopal Ramakrishnappa Reddy was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Venugopal Ramakrishnappa Reddy, who also goes by Venugopal B Ramakrishnappa, Venugopal Ramakrishnappa, is a registered financial advisor currently at FBS SECURITIES located in Mckinney, Texas.

Venugopal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Venugopal has worked at 3 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, Series 79TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Venugopal B Ramakrishnappa | Venugopal Ramakrishnappa

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) FBS Capital LLC; Investment Related; 14679 Maroon Bells Lane, Frisco, TX 75035; Entity formed. Not yet started business; Title: Managing Member; Start Date: 04/2023; No duties and No hours are devoted to this activity. 2) Insurance Agent; Investment Related; 3900 S Stonebridge Dr Suite 1104, McKinney, TX 75070; License insurance agent, insurance sales; Start Date: 04/2022. 3) Rotary Club; Rotarian; Investment related: No; 107 North Kentucky Street, McKinney Texas 75069; Founded in 1919, the Rotary Club of McKinney has a rich history of personifying the Rotary International motto - "Service Above Self". This is evidenced by the many programs and organizations we support through community service, promoting youth services, and local/international mission projects. Member of the club. Attend weekly meetings. Participate in any charitable activity tasked by the McKinney Rotary Club. ; Start date: 2024-07-01; Hours during trading hours: 1; Hours outside trading hours: 1.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Venugopal Ramakrishnappa Reddy's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 21, 2023 - Present

FBS SECURITIES

Office #1: 3900 S Stonebridge Dr, Suite 1104, Mckinney, TX 75070
RIA
CRD#: 326538
Mckinney, TX
Past

February 13, 2020 - September 13, 2023

WORLD CHOICE SECURITIES, INC.

BD
CRD#: 30933
McKinney, TX
Past

May 27, 2019 - January 13, 2020

ASHLAND SECURITIES, LLC

BD
CRD#: 297523
MIAMI, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(8/26/2024)
IAR
New Jersey
(10/17/2024)
IAR
Oklahoma
(6/6/2024)
IAR
Texas
(7/21/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/19/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2020
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/28/2019
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 5/26/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/27/2019
General Securities Principal Examination

Current Firm


FS
FBS SECURITIES
FBS 401(K) | FRISCO BUSINESS SOLUTIONS GROUP INC | FBS SECURITIES | FBS GROUP

CRD#: 326538 / SEC#:

Georgia
Registered Investment Advisory firm - (8/26/2024 Approved)
New Jersey
Registered Investment Advisory firm - (10/17/2024 Approved)
Oklahoma
Registered Investment Advisory firm - (6/6/2024 Approved)
Texas
Registered Investment Advisory firm - (7/21/2023 Approved)
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Contact information


Main Address
3900 S Stonebridge Dr, Suite 1104, Mckinney, TX 75070
Mailing Address
Phone number
(214) 307-4320
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts184
AUM (Assets Under Management)$ 22,477,912

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FBS SECURITIES

CRD#: 326538Mckinney, TX 75070

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