Mayank Rai, financial advisor Ste 150-14 TX

Mayank Rai

CRD Number: 6609627
Current Firm: Securities America Advisors, Inc.

Mayank Rai (CRD# 6609627) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Ste 150-14, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Houston, TX May 2019 - Current 2
Securities America Inc. League City, TX Feb 2016 - Current 5
Unemployed Houston, TX Sep 2015 - Jan 2016 < 1
Goodwill Staffing Services Houston, TX Jul 2015 - Sep 2015 < 1
Cornell University Ithaca, NY Aug 2014 - Jun 2015 < 1
Texas Southern University Houston, TX Jun 2011 - Jul 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2017
Contact Info for Mayank Rai
Phone Number: 402-399-9111
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    39,299
    MILLIONS
  • Total Number of Accounts
    217,546
    ACCOUNTS
  • Average Account Value
    $180,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Educational seminars/workshops
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, WY

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