AdvisorOS Directory
Claim Profile
Unclaimed Profile
RB

Rahul Bapna

BAPNA CAPITAL MANAGEMENT, LLC·COPPELL, Texas
Clean record8 years registeredBAPNA CAPITAL MANAGEMENT, LLC
978 LAGUNA DRIVE, COPPELL, TX 75019CRD# 6848603Firm CRD# 319480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rahul Bapna · COPPELL, TX
Registration
CRD #6848603 · BAPNA CAPITAL MANAGEMENT, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BAPNA CAPITAL MANAGEMENT, LLC
BARROW HANLEY GLOBAL INVESTORS
Aug 2017 – Oct 2021
DALLAS, TX
02

Registrations & Exams

Registration record
First registered · August 21, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

Speak with Rahul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rahul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COPPELL?

Browse all registered financial advisors in COPPELL, Texas or claim this profile if it's yours.

Browse COPPELL AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Rahul Bapna offer?
Rahul Bapna is a registered financial advisor in COPPELL, Texas.
What are Rahul Bapna's credentials?
Rahul Bapna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rahul Bapna located?
Rahul Bapna is based in COPPELL, Texas, last registered with BAPNA CAPITAL MANAGEMENT, LLC.
How large is BAPNA CAPITAL MANAGEMENT, LLC?
BAPNA CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in COPPELL, Texas

John Scott Johnson
AFFERENT INVESTMENTS, LLC·COPPELL, TX
Levi Glenn Mcmellian
CFO4LIFE GROUP, LLC·COPPELL, TX
Jennifer Ann Dragon
MAIN STREET RETIREMENT PLANNING, LLC·COPPELL, TX
Jessie Frances Stansberry
VARSITY ASSET MANAGEMENT, LLC·COPPELL, TX
Mark Joseph Krehel
MAIN STREET RETIREMENT PLANNING, LLC·COPPELL, TX
John Christian Gesek
OPTIMUS CAPITAL ADVISORS, LLC·COPPELL, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile