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Ram [. Kolluri
Professional summary
Ram [nmn] Kolluri, CFP®, who also goes by Ram [nmn] Kolluri, Ramarao Bhaskara Kolluri, is a registered financial advisor currently at EXPONENTIAL WEALTH MANAGEMENT, LLC located in Austin, Texas.
Ram is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Ram has worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ram [nmn] Kolluri's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1987
Experience
December 18, 2023 - Present
EXPONENTIAL WEALTH MANAGEMENT, LLC
March 5, 2018 - May 19, 2023
GLOBAL WEALTH MANAGEMENT, LLC
April 23, 2010 - December 31, 2017
GLOBAL WEALTH MANAGEMENT, LLC
February 5, 2004 - July 29, 2010
ICICI GROUP GLOBAL PRIVATE CLIENTS
May 3, 1994 - December 8, 1994
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
May 19, 1992 - May 20, 1992
SUNAMERICA SECURITIES, INC.
January 1, 1986 - August 26, 1986
RADFORD CAPITAL CORPORATION
October 2, 1985 - May 19, 1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
September 14, 1984 - October 4, 1985
RADFORD CAPITAL CORPORATION
September 6, 1984 - October 24, 1985
GEIGER, READE, INC.
August 8, 1984 - October 9, 1984
DECKER, ZENDER, PELMAN & CO.
December 9, 1982 - June 7, 1984
FSC SECURITIES CORPORATION
April 28, 1980 - October 20, 1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/18/2023)
Exams
Current Firm
EXPONENTIAL WEALTH MANAGEMENT, LLC
CRD#: 328835 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 13,117,922 |
Red Flags
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