Balaji Rao (CRD# 5439168) is an Investment Advisor Representative working at Lpl Financial LLC in Irvine, CA and has over 15 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Irvine, CA | Jul 2021 - Current | 2 |
Bng Wealth Advisors | Irvine, CA | Mar 2021 - Jul 2021 | < 1 |
Irvine Rotary Club | Irvine, CA | Jul 2020 - Jul 2021 | 1 |
Various Insurance Carriers For W&r Insurance Agencies, Inc. | Tustin, CA | Dec 2008 - Jul 2021 | 12 |
Waddell & Reed Inc. | Irvine, CA | Jun 2008 - Jul 2021 | 13 |
Balaji & Gayatri Rao Revocable Trust | Tustin, CA | Apr 2004 - Jul 2021 | 17 |
Irvine Rotary | East Irvine, CA | Jul 2018 - Jun 2019 | < 1 |
Bng America | Tustin, CA | Feb 2011 - Dec 2018 | 7 |
University Of California, Irvine | Irvine, CA | Mar 2013 - May 2018 | 5 |
Rotary Club Of Irvine | Irvine, CA | Aug 2016 - Sep 2016 | < 1 |
Financial Planning Association Orange County Chapter | Newport Beach, CA | Jan 2013 - Dec 2015 | 2 |
Clarendon Hoa C/o Accell Property Mgmt | Laguna Hills, CA | May 2011 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- CA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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