Investment adviser representative · San Luis Wealth Advisors
Rasheem L. Banks
CRD 6095912 · San Luis Obispo, CA
At a glance
Rasheem L. Banks is an investment adviser representative with San Luis Wealth Advisors in San Luis Obispo, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rasheem’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- San Luis Wealth AdvisorsSince April 2024San Luis Obispo, CA · $760M in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Rasheem’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at San Luis Wealth Advisors
- Joel D. AskewSan Luis Obispo · Certified Financial Planner
- Gavin W. BenbrookSan Luis Obispo
- Jennifer L. ChesiniSan Luis Obispo · Certified Financial Planner
- Meredith K. CollinsSan Luis Obispo
- Bradley J. GoodwinSan Luis Obispo
- Luke D. KittingerSan Luis Obispo · Certified Financial Planner
Every advisor at San Luis Wealth Advisors →San Luis Wealth Advisors: assets, clients and custodians →Financial advisors in San Luis Obispo, CA →Every San Luis Wealth Advisors advisor in San Luis Obispo →Advisor Moves: who changed firms this week →