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Akbar Meherali

23 Years of Experience
Houston, TX
Broker

Akbar Meherali is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5847 San Felipe Street, Ste 3900, Houston, TX, 77057

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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
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs 2 mos
Raymond James & Associates, INC.
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2020 - May 2024 · 3 yrs 9 mos
UBS Financial Services INC.
August 2020 - May 2024 · 3 yrs 9 mos
TD Ameritrade, INC.
February 2018 - April 2020 · 2 yrs 2 mos
TD Ameritrade Investment Management, LLC
February 2018 - April 2020 · 2 yrs 2 mos
TD Ameritrade, INC.Broker
February 2018 - April 2020 · 2 yrs 2 mos
Scottrade Investment Management
March 2017 - February 2018 · 11 mos
Scottrade, INC.Broker
October 2002 - February 2018 · 15 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.