Rafael PandoCRD 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.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|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|
Total Assets Under Management1,619MILLIONS
Total Number of Accounts2,082ACCOUNTS
Average Account Value$777,430
- A percentage of assets under your management
- 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)
AL, AZ, CA, CO, GA, NJ, NV, NY, TN, TX
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