Rohan Rashid (CRD# 7211567) is an Investment Advisor Representative working at Lpl Financial LLC in Oviedo, FL and has 1 year of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Oviedo, FL | Jul 2021 - Current | 2 |
| Investment And Insurance Planning Services, LLC | Oviedo, FL | Aug 2021 - Oct 2022 | 1 |
| Bristol West Insurance Company | Lake Mary, FL | Jan 2021 - Jul 2021 | < 1 |
| Daruma | Fort Myers, FL | Dec 2020 - Dec 2020 | < 1 |
| Unemployed | Fort Myers, FL | May 2020 - Dec 2020 | < 1 |
| University Of Central Florida | Orando, FL | Aug 2015 - May 2020 | 4 |
| Estate & Business Planning Group | Altamonte Springs, FL | Jan 2020 - Apr 2020 | < 1 |
| Macy's | Orlando, FL | Nov 2017 - Sep 2018 | < 1 |
| Dominos Pizza | Orlando, FL | Nov 2016 - Jun 2017 | < 1 |
| Applebees | Fort Myers, FL | May 2016 - Aug 2016 | < 1 |
| Romano's Macaroni Grill | Fort Myers, FL | May 2015 - Aug 2015 | < 1 |
| Fort Myers High School | Fort Myers, FL | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- FL
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, WY
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