Ravi Tarekere, financial advisor San Francisco CA
88 score

Ravi Tarekere

CRD Number: 4458003
Current Firm: Axa Advisors, LLC

Ravi Tarekere (CRD# 4458003) is an Investment Advisor Representative working at Axa Advisors, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Karl Mills, financial advisor San Francisco CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor San Francisco CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
Jeffrey Powell, financial advisor San Francisco CA
Jeffrey J. Powell
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
Company Name Location Dates Years
Axa-advisors, LLC New York, NY Mar 2016 - Current < 1
Pfs Investments Inc. Fremont, CA Jan 2014 - Mar 2016 2
Primerica Financial Services Fremont, CA Jan 2014 - Mar 2016 2
Cal Coast Financial Corp Fremont, CA Feb 2011 - Oct 2014 3
California Consumer Lending San Mateo, CA Oct 2010 - Feb 2011 < 1
Unemployed Fremont, CA Oct 2007 - Oct 2010 3
Cornish & Carey Capital San Francisco, CA Jan 2007 - Aug 2007 < 1
Forxone Capital San Francisco, CA Feb 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2014
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Ravi Tarekere
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from Ravi Tarekere and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.