linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert William Ballan

RB Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert William Ballan

Robert William Ballan is an Investment Advisor Representative with RB Capital Management, LLC based in Reno, NV. Robert Ballan has been in the securities industry since 1986, has held a variety of roles at several firms. Robert Ballan has a Series 3, 7, 63 and 65 license. Robert Ballan specializes in providing financial planning, pension consulting, and portfolio management services to individuals and pension and profit-sharing plans.

Firm Information

Robert Ballan 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Ballan’s Registration & Firm History

NV

01/07/2016 - Present

RB Capital Management, LLC (Reno NV)

NA

10/12/1990 - 01/14/1991

OPPENHEIMER & CO., INC.

NA

02/24/1989 - 09/04/1990

PAINEWEBBER INCORPORATED

NA

05/14/1988 - 03/14/1989

SHEARSON LEHMAN HUTTON INC.

NA

12/21/1987 - 05/14/1988

E. F. HUTTON & COMPANY INC

NA

10/31/1986 - 01/04/1988

CROWELL, WEEDON & CO.

NA

08/19/1986 - 11/13/1986

IDS MARKETING CORPORATION

Not sure if Robert William Ballan is right for you?

Licenses & Designations

IA

Issued 05/01/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/1988

Series 3 - National Commodity Futures Examination

BC

Issued 08/16/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert William Ballan.
Not sure if Robert William Ballan is right for you?