Keka Rath (CRD# 5091421) is an Investment Advisor Representative working at Nextgen Wealth Counselors Limited Liability Company in Plainsboro, NJ and has over 17 years of experience in the finance industry. Keka Rath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nextgen Wealth Counselors Limited Liability Company | Plainsboro, NJ | Apr 2015 - Current | 9 |
| Global Investment Management, LLC | Princeton, NJ | Sep 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2006 |
- NJ
- NY
- TX
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$503,467
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NJ, NY, TX
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