Rafael Pando, financial advisor Pasadena CA

Rafael Pando

CRD Number: 3061784
Current Firm: City National Securities, Inc.

Rafael Pando (CRD# 3061784) is an Investment Advisor Representative working at City National Securities, Inc. in Pasadena, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Pasadena, CA Oct 2021 - Current < 1
City National Securities, Inc. Pasadena, CA Oct 2021 - Current < 1
Wells Fargo Bank Pasadena, CA Jun 2007 - Nov 2021 14
Wells Fargo Clearing Services, LLC Pasadena, CA Nov 2016 - Oct 2021 4
Wells Fargo Advisors, LLC Pasadena, CA Dec 2011 - Nov 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Rafael A. Pando
Phone Number: 310-888-6400
Firm Website: http://www.cnb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,619
    MILLIONS
  • Total Number of Accounts
    2,082
    ACCOUNTS
  • Average Account Value
    $777,430
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, GA, NJ, NV, NY, TN, TX

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