NR
CFP
NR
CFP

Naushaba Rashid

34 Years of Experience
Newark, CA
Broker

Naushaba Rashid is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Newark, CA, with 34 years of industry experience. Naushaba is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

34988 Newark Blvd, Newark, CA, 94560

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
February 2007 - Present · 19 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
February 2007 - Present · 19 yrs 8 mos
Previous Registrations
Atlas Securities, LLCBroker
September 1998 - February 2007 · 8 yrs 5 mos
Wells Fargo Securities INC.Broker
October 1994 - January 1997 · 2 yrs 3 mos
American Express Financial Advisors INC.Broker
September 1994 - January 1995 · 4 mos
Ids Life Insurance CompanyBroker
September 1994 - January 1995 · 4 mos
Equico Securities, INC.Broker
December 1989 - January 1994 · 4 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
December 1989 - January 1994 · 4 yrs 1 mo
Vantage Financial Services, INC.Broker
July 1989 - November 1989 · 4 mos
State Registrations15 states
CACOFLGAILMSMTNCNVNYORPATNTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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