Aradhana Verma
Aradhana Verma is a registered investment advisor at Allstate Financial Advisors, LLC, based in Folsom, CA, with 20 years of industry experience. Aradhana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
13405 Folsom Blvd Ste 810, Folsom, CA, 95630-4740
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2023Other Business ActivitiesSells Insurance
Aradhana is an agent providing health insurance services through Word and Brown and Covered CA, dedicating minimal time to this. Aradhana also co-owns rental property with Atul Verma, which is managed by a property manager.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Farmers Financial Solutions, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.