Rashida Lilani CFP® CMFC, financial advisor Roseville CA

Rashida Lilani CFP® CMFC

CRD Number: 4459698
Current Firm: Securities America Advisors, Inc.

Rashida Lilani has over 15 years of experience in the financial planning industry. Her firm, Lilani Wealth Management focuses on delivering holistic financial planning and wealth management services, including investments, retirement planning and insurance. She is also a registered representative with broker-dealer, Foothill Securities.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Roseville, CA Dec 2016 - Current 7
Securities America Advisors Roseville, CA Dec 2016 - Current 7
General Agency: Advisors Choice Roseville, CA Feb 2016 - Current 8
Lilani Wealth Management Roseville, CA Mar 2007 - Current 17
Foothill Securities, Inc. Santa Clara, CA Jan 2007 - Dec 2016 9
Executive Women's Golf Association Sacramento, CA Mar 2009 - Dec 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Rashida Lilani CFP® CMFC
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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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Data verified by both the advisor and the public regulatory data.

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