Raul Shah (CRD# 7782585) is an Investment Advisor Representative working at Docshah Financial, LLC in Ellicott City, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 1249819
Washington Securities Corporation
CRD# 4686856
Beacon Investment Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Docshah Financial, LLC | Ellicott City, MD | Jul 2023 - Current | < 1 |
| Docshah Goods, LLC | Ellicott City, MD | Sep 2021 - Current | 2 |
| Seeking Alpha | New York, NY | Nov 2017 - Current | 6 |
| Unemployed | Ellicott City, MD | Jul 2016 - Oct 2017 | 1 |
| The Johns Hopkins University | Baltimore, MD | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- MD
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$82,076
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MD
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