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Ramsha Khan

3 Years of Experience
Alpharetta, GA
Broker

Ramsha Khan is a registered investment advisor at Cetera Investment Advisers LLC, based in Alpharetta, GA, with 3 years of industry experience. Ramsha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Alpharetta, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ramsha is involved in three outside business activities. She owns a music production business, works as a financial advisor with North Star Resource Group, and is a social media influencer.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 5 mos
Cetera Wealth Services, LLC
December 2024 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Edward Jones
April 2024 - July 2024 · 3 mos
Edward JonesBroker
April 2024 - July 2024 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2021 - October 2022 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2021 - October 2022 · 1 yr 9 mos
State Registrations2 states
GAVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Ramsha Khan - Financial Advisor | TrueAdvisor