Mayank Rai (CRD# 6609627) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Ste 150-14, TX and has over 6 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Houston, TX | May 2019 - Current | 4 |
| Securities America Inc. | League City, TX | Feb 2016 - Current | 8 |
| 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 |
- TX
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
-
Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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