Rakesh Mehta
Professional summary
Rakesh Mehta, CFP® is a registered financial advisor currently at MEHTA MONEY, LLC located in South Bend, Indiana.
Rakesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Rakesh has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rakesh Mehta's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 8, 2018 - Present
MEHTA MONEY, LLC
January 4, 2016 - June 12, 2017
FIRST HEARTLAND CONSULTANTS, INC.
November 18, 2015 - June 12, 2017
FIRST HEARTLAND CAPITAL, INC.
January 23, 2013 - December 6, 2013
P.J. ROBB VARIABLE, LLC
December 16, 2004 - February 11, 2011
QA3 FINANCIAL LLC
December 16, 2004 - February 11, 2011
QA3 FINANCIAL CORP.
November 15, 1999 - December 10, 2004
MSI FINANCIAL SERVICES, INC.
March 26, 1999 - December 10, 2004
METROPOLITAN LIFE INSURANCE COMPANY
March 26, 1999 - December 10, 2004
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/8/2018)
Exams
Current Firm
MEHTA MONEY, LLC
CRD#: 292885 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 499,350 |
Red Flags
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