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Rasheem Lamonte Banks

SAN Luis Wealth Advisors

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About Rasheem Lamonte Banks

Rasheem Lamonte Banks is a financial advisor with over 10 years of experience in the industry. He holds the Series 7, Series 63, and Series 66 licenses, and is also a Certified Financial Planner. Currently, Rasheem is registered with San Luis Wealth Advisors in San Luis Obispo, California. Prior to this role, Rasheem was employed at Fidelity Brokerage Services LLC. Rasheem specializes in providing financial planning and portfolio management services for individuals and businesses.

Firm Information

Rasheem Banks is currently registered with SAN Luis Wealth Advisors. SAN Luis Wealth Advisors is an investment advisor registered with the SEC, located in SAN LUIS OBISPO, CA. They have approximately $561 million in regulatory assets under management and have over 1,254 client accounts. The firm offers financial planning, portfolio management for individuals and businesses, and other advisory services. They work with high net worth individuals, corporations, and individuals other than high net worth.
SAN Luis Wealth Advisors

735 TANK FARM ROAD

SAN LUIS OBISPO, CA 93401

$561.08M

Assets Under Management

Not reported

Total Clients

5

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 individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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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Rasheem Banks’s Registration & Firm History

CA

04/04/2024 - Present

SAN Luis Wealth Advisors (SAN LUIS OBISPO CA)

MA

11/19/2013 - 04/02/2024

FIDELITY BROKERAGE SERVICES LLC (HINGHAM MA)

NH

09/18/2012 - 10/23/2013

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 02/10/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rasheem Lamonte Banks.
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