Balaji Rao, financial advisor Irvine CA

Balaji Rao

CRD Number: 5439168
Current Firm: Lpl Financial LLC

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.

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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
Contact Info for Balaji Rao
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
Types of Clients
Registered States

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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