Kalyan Raman
Kalyan Raman is a ChFC-designated registered investment advisor at Centaurus Financial, INC., based in Bear, DE, with 43 years of industry experience. Kalyan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
1435 Olmsted Drive, Bear, DE, 19701
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Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Kalyan sells life insurance and fixed annuities, dedicating about half his time to this activity. He also does tax preparation, spending minimal time per year on it.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Reliastar Financial Marketing CORP.Broker
Anchor National Financial Services, INC.Broker
Anchor National Financial Services, INC.Broker
Parliament Securities CORP.Broker
New York Life Securities CORP.Broker
State Registrations20 states
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
More Advisors
- Tabatha Schury, CFPCharles Schwab & CO., INC.