Rashida Lilani
Rashida Lilani is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Roseville, CA, with 24 years of industry experience. Rashida operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1624 Santa Clara Dr, Suite #160, Roseville, CA, 95661
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rashida is an investment advisor representative and also works as an insurance agent, selling life and long-term care insurance through Financial Professional Group. She also serves as President and CEO of Lilani Wealth Management Inc., her S-Corp, dedicating about a quarter of her time to it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Arbor Point Advisors
Foothill Securities, INC.
Foothill Securities, INC.Broker
Foothill Securities, INC.
Associated Securities CORP.
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.