Rasa Petrauskaite, financial advisor San Carlos CA
88 score

Rasa Petrauskaite

CRD Number: 6176487
Current Firm: First American National Investment Advisors, LLC

Rasa Petrauskaite (CRD# 6176487) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in San Carlos, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. San Jose, CA Jan 2015 - Current 1
World Financial Group, Inc. San Jose, CA Dec 2012 - Current 4
Transamerica Financial Advisors, Inc. San Jose, CA Mar 2013 - Jan 2014 < 1
Student Berkeley, CA Feb 2012 - Dec 2012 < 1
Life Technologies Foster City, CA Feb 2010 - Feb 2012 2
Life Technologies Corporation Foster City, CA Feb 2010 - May 2010 < 1
Unemployed San Carlos, CA Oct 2009 - Feb 2010 < 1
Arbor Vita Corporation Fremont, CA Apr 2009 - Oct 2009 < 1
Life Technologies Corporation Foster City, CA Feb 2009 - Sep 2009 < 1
Pacrimbio At Mmri Sunnyvale, CA Jul 2008 - Jul 2009 1
The Cheesecake Factory Palo Alto, CA Mar 2009 - May 2009 < 1
Student Swarthmore, PA Aug 2004 - Jun 2008 3
Applied Biosystems, Part Of Life Technologies Corporation Foster City, CA Jun 2007 - Aug 2007 < 1
Stellar Somerset Gallery Palo Alto, CA Jul 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2015
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Rasa Petrauskaite
Phone Number: 770-814-4235
Firm Website: https://www.fanria.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $54,924
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, MT, NC, NE, NJ, NV, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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