Wells Fargo Advisors
45yrs
Top advisor by experience in Santa Ana
7yrs
Ruby Bohra is a fiduciary financial advisor in Santa Ana, California, with 7 years in the industry. Ruby joined LPL Financial in 2025, after six years at Merrill. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 110 advisors with offices in Santa Ana, and one of 94 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office1701 E St Andrew Place, Santa Ana, CA 92705
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowLPL Financial LLCCurrent firm
- 2019 – 2025MerrillPreviously
Contact Ruby
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Ruby. 1701 E St Andrew PlaceSanta Ana, CA 92705Office · Get directions Facebook pageLPL Financial
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Questions to ask Ruby
Tailored to Ruby’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ruby
How do I contact Ruby?
Call LPL Financial at (704) 733-3300 and ask for Ruby Bohra. Ruby works from the Santa Ana, CA office.
How long has Ruby been a financial advisor?
Ruby has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Ruby hold?
Series 66. Tap any license on this page to see what it allows.
Is Ruby a fiduciary?
Ruby is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ruby paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ruby for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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