Ravdeep Singh Bhasin
Professional Summary
Ravdeep Singh Bhasin, who also goes by Ravdeep Bhasin, Ravi Bhasin, is a registered financial advisor currently at GLOBAL ADVISORS, LLC located in San Jose, California. Ravdeep is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ravdeep has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ravdeep Bhasin, Ravi Bhasin
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
GLOBAL ADVISORS, LLC
Contact Information
Main Address
15437 Stratford Drive Suite 1, San Jose, CA 95124Phone Number
(408) 613-3876# of Employees
1Documents
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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.
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State Registrations and Notice Filings
(2/16/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ravdeep Singh Bhasin's CRS (Customer Relationship Summary).
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