PR
PR

Paul Rashid

10 Years of Experience
Chicago, IL
Broker

Paul Rashid is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chicago, IL, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

203 N LaSalle St, Suite 2161, Chicago, IL, 60601

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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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Other Business Activities

Paul is the sole owner, operator, and partner of Rashid & Associates Inc., a support company. This takes about half of his time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2016 - Present · 10 yrs 2 mos
Raymond James Financial Services, INC.Broker
December 2015 - Present · 10 yrs 5 mos
Raymond James Financial Services, INC.
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Sage Private Wealth Group, LLC
April 2016 - October 2020 · 4 yrs 6 mos
State Registrations18 states
CACOFLILINMDMIMNMOMTNMNVNYOHPATXUTWI
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.
Paul Rashid - Financial Advisor | TrueAdvisor