Adil Mackwani (CRD# 6694549) is an Investment Advisor Representative working at M&a Wealth in Sugar Land, TX and has over 7 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Central Metro Realty LLC | Houston, TX | Feb 2023 - Current | 1 |
| P&c Life Insurance Agency, LLC | Sugarland, TX | Jul 2020 - Current | 3 |
| Mackwani & Associates Wealth Management, LLC | Sugarland, TX | Oct 2018 - Current | 5 |
| Park Avenue Securities LLC | Houston, TX | Jun 2017 - Oct 2018 | 1 |
| White Rhino Financial, LLC | Houston, TX | Dec 2016 - Oct 2018 | 1 |
| Guardian Life Insurance Co Of America | Houston, TX | Aug 2016 - Oct 2018 | 2 |
| Foresters Financial Services, Inc. | Houston, TX | Sep 2016 - Dec 2016 | < 1 |
| Florida Costal School Of Law | Jacksonville, FL | Jan 2016 - Jul 2016 | < 1 |
| Jewel Emporium | Houston, TX | Dec 2014 - Jul 2016 | 1 |
| Alumni Relations Fcsl | Jacksonville, FL | Mar 2016 - Jun 2016 | < 1 |
| Houston Baptist University | Houston, TX | Jul 2014 - Jun 2015 | < 1 |
| Insignia | Houston, TX | Sep 2012 - Sep 2014 | 2 |
| University Of Texas Austin | Austin, TX | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- GA
- TX
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$79,421
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
GA, TX
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