Rachna R. Bijlani
Professional summary
Rachna Rajesh Bijlani, CFP®, who also goes by Rachna Shyam Bajaj, Rachna Bajaj, Rachna Bijlani, is a registered financial advisor currently at BRSQUARED L.L.C. located in Danville, California.
Rachna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Rachna has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rachna Rajesh Bijlani's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
November 2, 2018 - Present
BRSQUARED L.L.C.
February 25, 2016 - November 6, 2018
WADDELL & REED
February 4, 2016 - November 6, 2018
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/2/2018)
Exams
Current Firm
BRSQUARED L.L.C.
CRD#: 299063 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 14,026,207 |
Red Flags
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