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Suresh Raghavan

MBR Financial

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About Suresh Raghavan

Suresh Raghavan is a financial advisor with over 16 years of experience in the industry. Suresh is currently registered with MBR Financial in Houston, Texas. Suresh has also been registered with PURSHE KAPLAN STERLING INVESTMENTS and FSC SECURITIES CORPORATION. Suresh has a strong background in financial planning and portfolio management. Suresh holds the Series 7, 24, and 63 licenses, as well as the Chartered Financial Analyst designation. Suresh is a seasoned professional with a strong track record of success in the financial services industry.

Firm Information

Suresh Raghavan is currently registered with MBR Financial. MBR Financial is a Houston, TX-based registered investment advisor with approximately $784 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also offer selection of other advisers services.
MBR Financial

2000 WEST LOOP SOUTH

HOUSTON, TX 77027

$784.28M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your 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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Suresh Raghavan’s Registration & Firm History

TX

07/29/2013 - Present

MBR Financial (HOUSTON TX)

TX

09/27/2013 - 08/29/2014

PURSHE KAPLAN STERLING INVESTMENTS (HOUSTON TX)

TX

06/15/2007 - 10/01/2013

FSC SECURITIES CORPORATION (HOUSTON TX)

GA

04/01/2004 - 02/13/2006

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

BC

Issued 06/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2007

Series 24 - General Securities Principal Examination

BC

Issued 11/24/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Suresh Raghavan.
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