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Vibhore Bhaskar

City National Securities, Inc.

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About Vibhore Bhaskar

Vibhore Bhaskar is a financial advisor at City National Securities, Inc. Vibhore has been in the financial services industry since 2006. Vibhore is registered with the state of California as an Investment Advisor Representative and a Registered Representative. Vibhore holds the Series 7, Series 66, and SIE licenses. Vibhore also holds the Certified Financial Planner designation. Vibhore previously worked at WELLS FARGO INVESTMENTS, LLC. Vibhore specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Vibhore provides financial planning, portfolio management, and selection of other advisors. Vibhore is based in LOS ANGELES, CA.

Firm Information

Vibhore Bhaskar is currently registered with City National Securities, Inc.. City National Securities, Inc. is a corporation formed in November 1999 and headquartered in Los Angeles, California. The firm provides a range of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have regulatory assets under management of over $1.5 billion across 2,004 accounts. The firm caters to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension plans. They are registered with the SEC and in all 51 states.
City National Securities, Inc.

555 SOUTH FLOWER STREET

LOS ANGELES, CA 90071

$1.59B

Assets Under Management

Not reported

Total Clients

144

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 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.

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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other

Mutual fund fees, broker fees & transaction fees

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Vibhore Bhaskar’s Registration & Firm History

CA

02/13/2025 - Present

City National Securities, Inc. (LOS ANGELES CA)

CA

01/19/2006 - 07/17/2007

WELLS FARGO INVESTMENTS, LLC (CHINO HILLS CA)

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Licenses & Designations

BOTH

Issued 10/13/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Vibhore Bhaskar. Review regulatory record here.
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