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Ravi Balu

Retirement Capital Advisors

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About Ravi Balu

Ravi Balu is an investment advisor representative at Retirement Capital Advisors. Ravi has been in the financial services industry since 2016 and holds the Series 66, Series 7, and SIE licenses. Ravi's previous experience includes roles at Edward Jones and Accenture. Ravi is registered with the state of Florida and specializes in portfolio management for individuals.

Firm Information

Ravi Balu is currently registered with Retirement Capital Advisors. Retirement Capital Advisors is an investment advisor with 2 investment advisor representatives and 1 licensed agent. They manage approximately $4,787,205 in assets for 32 clients, including high-net-worth individuals and individuals other than high-net-worth. They specialize in portfolio management for individuals.

$4.79M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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Ravi Balu’s Registration & Firm History

FL

01/01/2025 - Present

Retirement Capital Advisors (WEST PALM BEACH FL)

MO

01/20/2016 - 04/06/2016

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 07/15/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/10/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/06/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ravi Balu.
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