Mayurkant Shah, financial advisor Columbus OH
90 score

Mayurkant Shah

CRD Number: 5321949
Current Firm: Prudential Financial Planning Services

Mayurkant Shah (CRD# 5321949) is an Investment Advisor Representative working at Prudential Financial Planning Services in Columbus, OH and has over 5 years of experience in the finance industry.

Similar Advisors
W. Phil Ratcliff, financial advisor Columbus OH
W. Phil Ratcliff
CRD# 4716667
Rebel Financial, LLC
Score
107
Similar Advisors
Robert Cochran, financial advisor Columbus OH
Robert A. Cochran
CRD# 1317149
Pds Planning Inc.
Score
103
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Columbus OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Steele Investment Counsel, Ltd.
Score
103
Company Name Location Dates Years
The Prudential Insurance Company Of America Columbus, OH Dec 2011 - Current 5
Pruco Securities, LLC Columbus, OH Dec 2011 - Current 5
Pfs Investments Inc. Miamisburg, OH Oct 2011 - Dec 2011 < 1
Primerica Financial Services Miamisburg, OH Apr 2011 - Dec 2011 < 1
Mjpt Ii Associates Columbus, OH Oct 2003 - Dec 2011 8
Ameriprise Financial Services,inc. Columbus, OH Sep 2007 - Apr 2008 < 1
Nylife Securities LLC Dublin, OH Jul 2007 - Aug 2007 < 1
New York Life Dublin, OH Jan 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
S63 Uniform Securities State Law Examination Nov 2011
Contact Info for Mayurkant M. Shah
Phone Number: 800-235-7637
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Mayurkant Shah and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.