Eric Rabbanian

RABBANIAN FINANCIAL PLANNING

Austin, TX

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CRD#: 4444770

Professional summary

Eric Rabbanian, CFP®, CIMA®, who also goes by E Rabbanian, is a registered financial advisor currently at RABBANIAN FINANCIAL PLANNING, INC. located in Austin, Texas.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Eric has worked at 1 firm .

Question & Answer

Do you have an area of expertise or specialization?

Business Owners

Cash Flow/Budgets/Credit Issue...

Divorce Planning

Investment Advice with Ongoing...

Socially Responsible Investmen...

Are you a "fiduciary"?

Yes

Aliases

E Rabbanian

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RFP Education, LLC is a non investment-related business whose principal place of business is 8305 Summerwood Dr., Austin, TX 78759. As the sole owner member of RFP Education, I serve as the Program Instructor of the Yale School of Management Certified Investment Management Analyst Program�, developing instructional and test materials and answering student questions related to investment management concepts and exam preparation. The compensation and the amount of time applied to these activities represent less than 25 percent of my time or revenue, none of which need occur during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Rabbanian's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

CIMA^®

Certified Investment Management Analyst

Experience

Current

February 26, 2003 - Present

RABBANIAN FINANCIAL PLANNING, INC.

Office #3: 9442 Capital Of Texas Hwy. N., Suite 500 Arboretum Plaza One, Austin, TX 78759

RIA

CRD#: 114395

Austin, TX

Past

June 27, 2002 - December 31, 2002

RABBANIAN FINANCIAL PLANNING, INC.

RIA

CRD#: 114395

AUSTIN, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(6/17/2009)

IAR

Texas
(2/26/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

RABBANIAN FINANCIAL PLANNING, INC.

CRD#: 114395 / SEC#:

Idaho

Registered Investment Advisory firm - (6/16/2009 Approved)

Texas

Registered Investment Advisory firm - (2/26/2003 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

3300 Bee Caves Rd Ste 650 #108, Austin, TX 78746

Phone number

(512) 944-3638

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	139
AUM (Assets Under Management)	$ 60,659,445

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Eric Rabbanian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Rabbanian's CRS (Customer Relationship Summary).

Certified licenses

Experience

RABBANIAN FINANCIAL PLANNING, INC.

RABBANIAN FINANCIAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Current Firm

RABBANIAN FINANCIAL PLANNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RABBANIAN FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

Contact information

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