Namrata Shah, financial advisor Lewisville TX
93 score

Namrata Shah

CRD Number: 5459373
Current Firm: Advice And Planning Services

Namrata Shah (CRD# 5459373) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Lewisville, TX May 2008 - Current 8
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX May 2008 - Current 8
Fidelity Brokerage Services LLC Westlake, TX Jan 2008 - May 2008 < 1
Fidelity Investments Westlake, TX Oct 2007 - May 2008 < 1
Carlson Wagonlit Travel Farmers Branch, TX Mar 2006 - Oct 2007 1
International Vacation/part Time Job Irving, TX Mar 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Namrata C. Shah
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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