Richard Scott Toban
Investment adviser representative at Realta Investment Advisors, Inc
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$385.4MFirm assets
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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
- Pension consulting
Experience
14 years in the industry.
- Realta Investment Advisors, Inc.Nov 2023 to now
- Realta Equities, Inc.Nov 2023 to now
- Ashira Financial LLCMay 2019 to now
- Preferred Financial Solutions LLCMar 2009 to now
- Arete Wealth Advisors, LLCMar 2023 to Nov 2023
- Center Street Securities, Inc.Jan 2015 to Nov 2023
- Center Street Advisors, Inc.Jan 2015 to Jun 2023
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (WA).
Realta Investment Advisors, Inc
$385.4MAssets managed
1,231Clients
57Advisers
19 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
- 6033185
- Firm CRD
- 134952