GB
Gobinath Balasubramanian
GB INVESTMENTS LLC
Alexandria, VA
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CRD#: 6624164
GB
Professional summary
Gobinath Balasubramanian is a registered financial advisor currently at GB INVESTMENTS LLC located in Alexandria, Virginia.
Gobinath is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Gobinath has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Gobinath Balasubramanian'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®
NoneExperience
Current
March 23, 2016 - Present
GB INVESTMENTS LLC
RIA
CRD#: 283329
Alexandria, VA
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
Virginia(8/2/2017)
Current Firm
GI
GB INVESTMENTS LLC
GB INVESTMENTS LLC
CRD#: 283329 / SEC#:
District of Columbia
Registered Investment Advisory firm - (12/31/2017 Terminated)Virginia
Registered Investment Advisory firm - (8/2/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Alexandria, VA
Mailing Address
Phone number
(202) 460-0970
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 1,500,000 |
Red Flags
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