Ravi Narayan is a PFS-designated registered investment advisor, based in McLean, VA, with 16 years of industry experience. Ravi is also registered as a broker, so some compensation may come from commissions on products sold.
Location
6764 Old McLean Village, Ste 202, McLean, VA, 22101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ravi is a CPA doing tax preparation through Radiant Solutions Inc, spending about half of his time on this and trading. He is also a partner in JAMR LLC, investing in rental properties, and an advisory representative of a RIA (CIRA), dedicating full-time hours to this and trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Fulcrum Advisory Services, LLC
Fulcrum Securities, LLCBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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