Hari Rao (CRD# 5906802) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has over 5 years of experience in the finance industry. Hari Rao has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mainstay Capital Management, LLC | Grand Blanc, MI | May 2020 - Current | 3 |
| Self-employed | Novi, MI | Dec 2019 - Apr 2020 | < 1 |
| Edward Jones | St.louis, MO | May 2019 - Nov 2019 | < 1 |
| Citizens Securities, Inc. | Novi, MI | Sep 2018 - May 2019 | < 1 |
| Farmers Financial Solutions | Clarkston, MI | Aug 2016 - Sep 2018 | 2 |
| Lpl Financial LLC | Farmington Hills, MI | Mar 2011 - Aug 2016 | 5 |
| Lpl Financial | Farmington Hills, MI | Mar 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- MI
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Total Assets Under Management3,901MILLIONS
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Total Number of Accounts3,500ACCOUNTS
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Average Account Value$1,114,640
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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