RM
RM

Rashid Mosley

2 Years of Experience
Houston, TX

Rashid Mosley is a registered investment advisor at Amana Advisors, based in Houston, TX, with 2 years of industry experience. Rashid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)

Amana Advisors manages your investments for a fee based on a percentage of the value of your portfolio. The exact fee is negotiable, but will not exceed 2.50% annually. This fee is deducted from your account monthly. You'll also pay brokerage expenses and other fees charged by the custodian and third parties.

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Location

Houston, TX

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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

Rashid owns Scanner, Inc., a real estate holding company, and Melanated Millionaire, Inc., an entity for speaking engagements. He also works with Blokk Akademy, a non-profit providing a food program to at-risk youth.

Employment History
Current Registrations
Amana Advisors
July 2023 - Present · 2 yrs 10 mos
State Registrations1 state
TX
Advisor

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.