Kashish Meghani (CRD# 7457072) is an Investment Advisor Representative working at Waverly Advisors, LLC in Merrillville, IN and has over 2 years of experience in the finance industry.
CRD# 4320235
Edward Jones
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Waverly Advisors, LLC | Merrillville, IN | Jan 2024 - Current | < 1 |
Strategiq Financial Group, LLC | Merrillville, IN | Aug 2021 - Mar 2024 | 2 |
Savant Wealth Management | Rockford, IL | Nov 2020 - May 2021 | < 1 |
Northern Illinois University | Dekalb, IL | Aug 2019 - May 2021 | 1 |
Northern Illinois University | Dekalb, IL | Aug 2019 - Dec 2020 | 1 |
First Secure Community Bank | Aurora, IL | Jul 2020 - Aug 2020 | < 1 |
Unemployed | Surat, Gj, | Apr 2019 - Aug 2019 | < 1 |
Kdl & Company | Surat, Gj, | Jul 2018 - Mar 2019 | < 1 |
M Bhutra & Associates | Surat, Gj, | Jan 2018 - Jun 2018 | < 1 |
Veer Narmad South Gujarat University | Surat, Gj, | Jul 2015 - Mar 2018 | 2 |
Ryan International School | Surat, Gj, | Jun 2004 - May 2015 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- IL
- IN
-
Total Assets Under Management11,380MILLIONS
-
Total Number of Accounts15,983ACCOUNTS
-
Average Account Value$711,991
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
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