Rhonda MahtaniCRD Number: 1132898
Current Firm: Isc Advisors, Inc.
Rhonda Mahtani (CRD# 1132898) is an Investment Advisor Representative working at Isc Advisors, Inc. in Ballwin, MO and has over 11 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Institutional Securities Corp||Dallas, TX||Jul 2014 - Current||2|
|Ridgeway & Conger, Inc.||New Woodstock, NY||Dec 2013 - Jul 2014||< 1|
|Ridgeway Conger Advisory Services Inc.||New Woodstock, NY||Dec 2013 - Jul 2014||< 1|
|First Brokerage America, LLC||St. Louis, MO||Jul 2010 - Dec 2013||3|
|U.s. Bancorp Investments, Inc.||Lees Summit, MO||Aug 2007 - Jun 2010||2|
|Solid Financial Strategies Inc.||Lees Summit, MO||Oct 2005 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2004|
Total Assets Under Management702MILLIONS
Total Number of Accounts1,643ACCOUNTS
Average Account Value$427,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, IL, KS, LA, MD, MI, MO, NM, TX
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