Bobby Bahadar S. Takhar

AMERICAN BEACON ADVISORS

Elk Grove, CA

Some features on this profile are disabled

CRD#: 5454933

Professional summary

Bobby Bahadar Singh Takhar, who also goes by Takhar Bobby, Bahadar Takhar, Bobby Singh Takhar, Bobby Takhar, is a registered financial advisor currently at AMERICAN BEACON ADVISORS, INC. located in Elk Grove, California and RESOLUTE INVESTMENT DISTRIBUTORS, INC. located in Irving`, Texas.

Bobby Bahadar is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Bobby Bahadar has worked at 9 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Aliases

Takhar Bobby | Bahadar Takhar | Bobby Singh Takhar | Bobby Takhar

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.

I*2153293, Entity Type Entity For Profit, Name of OBA: Dynamik Wedding DJs Address: Elk GroveCalifornia95757 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/10/2023 No Hours: 12 monthly No Hours during trading: 0 Duties: Perform Wedding DJ and MC Services I*: 2201295 Entity Type: For Profit Name of OBA: ABC EVENT LIGHTING PLUS, LLC Address: ELK GROVE, CA 95757 Investment Related: No Position, Title, Association:Owner Employee Start Date: 12/2/2019 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: WEDDING AMBIANCE LIGHTING, I SETUP THE LIGHTS AND TAKE DOWN AFTER EVENT American Beacon Advisors, Irving Tx, Reginal Advisor Consultant, investment related,160 hours monthly during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bobby Bahadar Singh Takhar'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®

None

Experience

Current

August 11, 2026 - Present

AMERICAN BEACON ADVISORS, INC.

RIA

CRD#: 105552

Elk Grove, CA

Current

August 11, 2026 - Present

RESOLUTE INVESTMENT DISTRIBUTORS, INC.

Office #1: 220 East Las Colinas Blvd. Suite 1200, Irving`, TX 75039

CRD#: 287788

Irving`, TX

Past

February 27, 2025 - July 17, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SACRAMENTO, CA

Past

January 27, 2025 - July 17, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SACRAMENTO, CA

Past

September 9, 2024 - December 3, 2024

CLEARBRIDGE INVESTMENTS, LLC

RIA

CRD#: 137028

NEW YORK, NY

Past

July 7, 2021 - December 3, 2024

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

Rancho Cordova, CA

Past

July 15, 2020 - July 7, 2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

CRD#: 13594

RANCHO CORDOVA, CA

Past

May 1, 2012 - July 7, 2021

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

RANCHO CORDOVA, CA

Past

June 15, 2010 - May 17, 2011

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

CITRUS HEIGHTS, CA

Past

June 15, 2010 - May 17, 2011

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

CITRUS HEIGHTS, CA

Past

April 1, 2008 - March 25, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

ROSEVILLE, CA

Past

February 4, 2008 - March 25, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

ROSEVILLE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICAN BEACON ADVISORS, INC.

AMERICAN BEACON ADVISORS, INC. | AMR INVESTMENTS | AMR INVESTMENT SERVICES, INC | AMR INVESTMENT

CRD#: 105552 / SEC#: 801-29198

RIA

Registered Investment Advisory firm - (3/10/1987 Approved)

Montana

Registered Investment Advisory firm - (5/7/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(8/11/2026)

Arizona
(8/11/2026)

California
(8/11/2026)

Colorado
(8/11/2026)

Hawaii
(8/11/2026)

Idaho
(8/11/2026)

Montana
(8/11/2026)

Nevada
(8/11/2026)

New Mexico
(8/11/2026)

Oregon
(8/11/2026)

IAR

Texas
(8/11/2026)

Utah
(8/11/2026)

Washington
(8/11/2026)

Wyoming
(8/11/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/26/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/27/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/1/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMERICAN BEACON ADVISORS, INC.

AMERICAN BEACON ADVISORS, INC. | AMR INVESTMENTS | AMR INVESTMENT SERVICES, INC | AMR INVESTMENT

CRD#: 105552 / SEC#: 801-29198

RIA

Registered Investment Advisory firm - (3/10/1987 Approved)

Montana

Registered Investment Advisory firm - (5/7/2004 Terminated)

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Contact information

Main Address

220 East Las Colinas Blvd., Suite 1200, Irving, TX 75039-5500

Mailing Address

Phone number

(817) 391-6100

Established

Firm type

Fiscal year end

# of Employees

125

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

AMERICAN BEACON ADVISORS FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 58,789,969,013

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.

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Advisor Monitoring

Firm Stability Insights

Bobby Bahadar S. Takhar

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bobby Bahadar Singh Takhar's CRS (Customer Relationship Summary).

Certified licenses

Experience

RESOLUTE INVESTMENT DISTRIBUTORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CLEARBRIDGE INVESTMENTS, LLC

FRANKLIN DISTRIBUTORS, LLC

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

AMERICAN BEACON ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/2025

Series 66

Date: 3/27/2008

SIE

Date: 10/1/2018

Series 7

Date: 2/1/2008

FINRA

Current Firm

AMERICAN BEACON ADVISORS, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN BEACON ADVISORS, INC.

TRUST BUT VERIFY

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