Adil MackwaniCRD Number: 6694549
Current Firm: M&a Wealth
Adil Mackwani (CRD# 6694549) is an Investment Advisor Representative working at M&a Wealth in Sugarland, TX and has over 5 years of experience in the finance industry.
Mdx Wealth Management
J.p. Morgan Securities LLC
Ameritas Advisory Services
|P&c Life Insurance Agency, LLC||Sugarland, TX||Jul 2020 - Current||1|
|Mackwani & Associates Wealth Management, LLC||Sugarland, TX||Oct 2018 - Current||3|
|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|
|Macys||Austin, TX||Jul 2013 - Oct 2013||< 1|
|Mckool And Smith||Austin, TX||Jun 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2016|
|S65||NASAA Investment Advisors Law Examination||Apr 2018|
Total Assets Under Management1MILLIONS
Total Number of Accounts40ACCOUNTS
Average Account Value$33,500
- 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
- Educational seminars/workshops
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