American Wealth Management
47yrs
Top advisor by experience in Alpharetta
2yrs
Kumar Bhandari
Financial advisor at Transamerica Financial Advisors
Based in Alpharetta, Georgia, Kumar Bhandari is a financial advisor with 2 years of industry experience. Kumar has been with Transamerica Financial Advisors since 2026; before that, Kumar spent a year at Avantax Advisory Services. Kumar holds the CPA/PFS designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office190 Bluegrass Valley Parkway., Alpharetta, GA 30005
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Aug 2026 – nowTransamerica Financial Advisors, LLCCurrent firm
- Sep 2024 – May 2025Avantax Advisory ServicesPreviously
Contact Kumar
(770) 248-3271Firm headquarters in Philadelphia, PA. Ask for Kumar. 190 Bluegrass Valley Parkway.Alpharetta, GA 30005Office · Get directions LinkedIn pageTransamerica Financial Advisors
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Questions to ask Kumar
Tailored to Kumar’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kumar
How do I contact Kumar?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Kumar Bhandari. Kumar works from the Alpharetta, GA office.
How long has Kumar been a financial advisor?
Kumar has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Kumar hold?
No exams are listed on the official record.
Is Kumar a fiduciary?
Kumar is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Kumar paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Kumar for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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