Vibhore
Bhaskar
City National Securities, Inc
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About this Advisor
Vibhore Bhaskar is a financial advisor operating in Los Angeles, California with 12 years of industry experience. Bhaskar is on the advisory team at City National Securities, Inc. They have been employed by City National Securities, Inc for their total career. Bhaskar has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. City National Securities, Inc is a financial advisory business operating out of Los Angeles, CA. The company has offices in 18 locations and a total of 48 advisors. It oversees $2 billion in assets among its 2,278 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 22 charitable organizations. Of its 2,278 customer accounts, 15% are held by high-net-worth clients who have greater than $1 million in investable assets. City National Securities, Inc has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees are based on the type of services. Fees charged by City National Securities, Inc most likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,513,277,680
48
2,278
$664,301
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Vibhore Bhaskar Work History
Vibhore has been registered as a financial advisor for 12 years.*
City National Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vibhore Bhaskar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Securities, Inc
Los Angeles, CA
Irvine, CA
Irvine, CA
Los Angeles, CA
Walnut Creek, CA
Los Angeles, CA
Las Vegas, NV
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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