Gopinath
Chandra

Transamerica Financial Advisors, LLC

CRD#5351953
Investment Advisor
in San Jose, CA

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About this Advisor

Gopinath Chandra is a financial advisor based in San Jose, California, working with Transamerica Financial Advisors, LLC. Gopinath has previously held positions at Pfs Investments Inc, Primerica Financial Services, Sybase, Inc, Sap America, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Primerica, Rental Property, and Gf Software Services. Gopinath has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Gopinath is part of Transamerica Financial Advisors, LLC, which operates out of San Jose, California. The firm has 260 offices and 1,054 employees. The firm manages assets totaling $1.7 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Transamerica Financial Advisors, LLC is asset-based.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2107 N. First Street Suite 310
San Jose, CA 95131

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Transamerica Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$1,730,669,809

CA Average: $15,833,994,310
Total Number of Employees

1,054

CA Average: 41
Total Number of Accounts

42,440

CA Average: 3,342
Average Account Size

$40,779

CA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Gopinath Chandra Work History

2023 - Present (2 years)

Transamerica Financial Advisors, Inc

2022 - Present (3 years)

World Financial Group, Inc

2022 - Present (3 years)

Gf Software Services

2014 - Present (11 years)

Rental Property

2005 - Present (20 years)

Rental Property

2007 - 2023 (16 years)

Pfs Investments Inc

2007 - 2022 (15 years)

Primerica

2006 - 2023 (17 years)

Primerica Financial Services

1993 - 2019 (26 years)

Sybase, Inc

1993 - 2019 (26 years)

Sap America

Disclosures

Please visit the SEC profile of Gopinath Chandra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, LLC

Daniel Towers-Carbajal
San Carlos, CA
June Liao
Flushing, NY
Hubert Lyle
Cedar Rapids, IA
Wai Yip Cheung
Bellevue, WA
Minhua Shao
Bellevue, WA
Yoga Gudivada
Plano, TX
Daniel Duarte
Fresno, CA
Shunly Wang
Flushing, NY

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