Rikin ShahCRD Number: 6328214
Current Firm: Octavewealth
Rikin Shah (CRD# 6328214) is an Investment Advisor Representative working at Octavewealth in San Francisco, CA and has over 2 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Quillu Ltd||London,||Jul 2011 - Current||5|
|Usb Ag||London,||Jan 2007 - Jul 2011||4|
|Extended Travel||London,||Jun 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts3ACCOUNTS
Average Account Value$12,247
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
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