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Justin Michael Sloan

RB Capital Management, LLC

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About Justin Michael Sloan

Justin Sloan is an investment advisor representative associated with RB Capital Management, LLC. Justin has been in the securities industry for over 12 years. Justin has passed the Series 7, 63, and 65 exams. Justin is a Certified Financial Planner and a Chartered Financial Analyst. Justin Sloan holds a Series 65 registration in California. In addition to Justin's investment advisory role, Justin is involved in Production and Marketing at Due Ruscelli Winery. Justin is a licensed investment advisor representative in the state of California.

Firm Information

Justin Sloan is currently registered with RB Capital Management, LLC. RB Capital Management, LLC is an investment advisor headquartered in Reno, Nevada with over $717 million in regulatory assets under management. They offer financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has 11 investment adviser representatives and serves a diverse clientele, including high-net-worth individuals, pension plans, and corporations. RB Capital Management participates in wrap fee programs.
RB Capital Management, LLC

5365 RENO CORPORATE DR.

RENO, NV 89511

$717.58M

Assets Under Management

Not reported

Total Clients

9

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Sloan’s Registration & Firm History

CA

05/06/2022 - Present

RB Capital Management, LLC (Windsor CA)

CA

05/02/2011 - 08/19/2013

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (WALNUT CREEK CA)

CA

05/05/2009 - 05/03/2011

SLOAN SECURITIES CORP. (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 03/25/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Michael Sloan.
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