Avasarala V Rao
SEC and FINRA Registered
Funds Used With Clients
Firm Client types
|Woodbury Financial Services, Inc||5 years, 7 months||Oct 2011 - Present|
|Signator Investors, Inc.||14 years, 11 months||Nov 1996 - Oct 2011|
|John Hancock Mutual Life Insurance Co.||14 years, 11 months||Nov 1996 - Oct 2011|
Avasarala Venkat Rao?
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Designations & Memberships
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Financial ConsultantDesignationInvididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
Articles and Answers
Licenses & Conducts
Woodbury Financial Services, Inc.
$3.3BTotal Assets Under Management
N/ATotal Assets Under Advisement
$186.9KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees
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Curt Sheldon, CFP®, EA, AIF®C.L. Sheldon & Company, LLCAlexandria, VAView Profile
Courtenay ShipleyRetirement Planology, Inc.Arlington, VAView Profile
George CabaluWells Fargo Advisors, LLCMcLean, VAView Profile
Martin A. Smith, CRPC®, AIFA®Wealthcare Financial Group, Inc.Bethesda, MarylandView Profile
Joseph F. DeNoyiorGlobal Retirement Partners LLCMcLean, VAView Profile