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Ioannis Bousnakis

Realta Equities, Inc.

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About Ioannis Bousnakis

Ioannis Bousnakis is a financial professional with over 17 years of experience in the industry. Ioannis has a broad range of experience working with various firms including Cetera Advisor Networks LLC, First Allied Securities, Inc., Girard Securities, Inc., and KESTRA Investment Services, LLC. Ioannis is currently registered with Realta Equities, Inc. in California.

Firm Information

Ioannis Bousnakis is currently registered with Realta Equities, Inc.. Realta Equities, Inc. is a Corporation formed on January 24, 1989. The firm is registered in 52 states and is also SEC-registered.

Not reported

Assets Under Management

Not reported

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Ioannis Bousnakis’s Registration & Firm History

CA

05/24/2023 - Present

Realta Equities, Inc. (San Diego CA)

TX

07/31/2020 - 05/22/2023

KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)

CA

07/15/2015 - 12/13/2018

SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)

CA

02/17/2015 - 12/13/2018

CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)

CA

02/17/2015 - 12/13/2018

CETERA ADVISORS LLC (SAN DIEGO CA)

CA

02/17/2015 - 12/13/2018

CETERA FINANCIAL SPECIALISTS LLC (SAN DIEGO CA)

CA

02/17/2015 - 12/13/2018

CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)

CA

04/11/2011 - 12/13/2018

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

CA

07/15/2015 - 11/02/2017

GIRARD SECURITIES, INC. (SAN DIEGO CA)

FL

09/10/2015 - 12/31/2016

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

MA

07/15/2015 - 11/09/2016

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

CA

07/15/2015 - 11/09/2016

VSR FINANCIAL SERVICES, INC. (San Diego CA)

CA

01/01/2005 - 03/29/2011

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 07/09/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ioannis Bousnakis.
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