Balaji Rao
Investment adviser representative at LPL Financial LLC
22 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- LPL Financial LLCJul 2021 to now
- Bng Wealth AdvisorsMar 2021 to now
- Balaji & Gayatri Rao Revocable TrustApr 2004 to now
- Irvine Rotary ClubJul 2020 to Jun 2024
- Irvine RotaryJul 2018 to Jun 2019
- University of California, IrvineMar 2013 to May 2018
- Bng AmericaFeb 2011 to Dec 2018
- Various Insurance Carriers for W&r Insurance Agencies, Inc.Dec 2008 to Jul 2021
- Waddell & Reed IncJun 2008 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5439168
- Firm CRD
- 6413