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Rahul Nmn Agrawal

Advisor Partners

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About Rahul Nmn Agrawal

Rahul Agrawal is a registered Investment Advisor Representative (IAR) associated with Advisor Partners. Rahul has been in the financial services industry since 2004. The Advisor Partners office is located in Walnut Creek, CA. Rahul's current registration is for the state of California. Rahul's prior employment includes positions with DEUTSCHE BANK SECURITIES INC., GOLDMAN, SACHS & CO., and BANC OF AMERICA SECURITIES LLC. Rahul's advisory firm provides a wide range of services, including portfolio management for both individuals and businesses, as well as financial planning.

Firm Information

Rahul Agrawal is currently registered with Advisor Partners. Advisor Partners is an investment advisory firm based in Walnut Creek, California. They provide a range of services, including portfolio management, financial planning, and model portfolio construction. They have approximately $3.4 billion in assets under management and serve a variety of clients, including individuals, corporations, and other investment advisors.
Advisor Partners

2185 NORTH CALIFORNIA BLVD

WALNUT CREEK, CA 94596

$3.38B

Assets Under Management

Not reported

Total Clients

7

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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construction of model securities portfolios

Construction of model securities portfolios

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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percentage of assets

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

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Rahul Agrawal’s Registration & Firm History

CA

06/22/2022 - Present

Advisor Partners (WALNUT CREEK CA)

NY

07/27/2011 - 03/26/2014

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

01/09/2006 - 07/14/2011

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

10/04/2004 - 12/21/2005

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/05/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2006

Series 3 - National Commodity Futures Examination

BC

Issued 10/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rahul Nmn Agrawal.
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