RB
Ray Bartolome
from Falcon Wealth Planning, Inc.
Ray Bartolome is a financial advisor based in California, Ontario,
with 26 years of experience. Ray currently works for
Falcon Wealth Planning, Inc..
Ray maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Ray Bartolome works at Falcon Wealth Planning, Inc.
Falcon Wealth Planning, Inc. is a financial advisory firm based in Ontario, California. It currently has approximately $769,550,185 of assets under management and employs about 27 people. Falcon Wealth Planning, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and selection of other advisers fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and selection of other advisers fees
Office location
3400 Inland Empire Blvd., Suite 100, Ontario, California, 91764
Advisor can help with
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