Rahul Bhatti (CRD# 7355582) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Columbia, MD and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Advisory Services, Inc. | Columbia, MD | Oct 2021 - Current | 2 |
| Truist Investment Services, Inc. | Columbis, MD | Mar 2021 - Current | 3 |
| Suntrust Bank | Glen Burnie, MD | Mar 2020 - Mar 2021 | 1 |
| Full Time Education | Severna Park, MD | Aug 2018 - Mar 2020 | 1 |
| Access Financial Mortgage | Laurel, MD | Nov 2017 - Aug 2018 | < 1 |
| Anne Arundel Community College | Severna Park, MD | Apr 2017 - Feb 2018 | < 1 |
| Full Time Education Anne Arundel Community College | Severna Park, MD | Jun 2015 - May 2017 | 1 |
| Military Exchange Fort Meade | Fort Meade, MD | Jan 2017 - Apr 2017 | < 1 |
| The Den Fort Meade | Fort Meade, MD | Jan 2015 - Jun 2015 | < 1 |
| Full Time Student Meade Middle, Meade High | Fort Meade, MD | Jan 2010 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- MD
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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