Rashida Lilani CFP® CMFC, financial advisor Roseville CA
101 score

Rashida Lilani CFP® CMFC

CRD Number: 4459698
Current Firm: Foothill Securities, Inc.

Rashida Lilani has over 15 years of experience in the financial planning industry. Her firm, Lilani Wealth Management focuses on delivering holistic financial planning and wealth management services, including investments, retirement planning and insurance. She is also a registered representative with broker-dealer, Foothill Securities.

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Professional Designations
Company Name Location Dates Years
Lilani Wealth Management Roseville, CA Mar 2007 - Current 9
Foothill Securities, Inc. Mountain View, CA Jan 2007 - Current 9
Morton Capital Management Calabasas, CA Aug 2000 - Current 16
Tri County Insurance Calabasas, CA Dec 1992 - Current 24
Associated Securities Corp. Roseville, CA Sep 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
S24 General Securities Principal Examination (GP) Feb 2007
Contact Info for Rashida Lilani CFP® CMFC
By the Numbers
  • Total Assets Under Management
    1,158
    MILLIONS
  • Total Number of Accounts
    6,953
    ACCOUNTS
  • Average Account Value
    $166,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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