RB
RB

Robert William Ballan

25 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
614 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$817.2M

Fee Structure

Financial Planning:Included in AUM fee
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Location

5365 Reno Corporate Dr, Suite 200, Reno, NV, 89511

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rb Capital Management, LLC
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Rb Capital Management, LLC
August 2000 - December 2015 · 15 yrs 4 mos
State Registrations3 states
CANVTX
Advisor
Exams
No exam information available for this advisor.