Namrata Shah is a registered investment advisor, based in Dallas, TX, with 18 years of industry experience.
Location
8411 Preston Road, Suite 700, Dallas, TX, 75225
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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.
Learn about disclosures →Employment History
Current Registrations
Hightower Securities, LLCBroker
October 2020 - Present · 5 yrs 7 mos
Hightower Advisors, LLC
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Frontier Investment Management CO
August 2020 - November 2020 · 3 mos
Advice and Planning Services
October 2012 - August 2020 · 7 yrs 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2008 - August 2020 · 12 yrs 3 mos
Fidelity Brokerage Services LLCBroker
February 2008 - May 2008 · 3 mos
State Registrations3 states
CAORTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.