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Rashida Lilani, CFP®, CMFC

Educate. Empower. Experience.

Securities America Advisors, Inc.

Roseville

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
  • Accounting & Tax

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Securities America, Inc. 11 months, 3 weeks Dec 2016 - Present
Securities America Advisors 11 months, 3 weeks Dec 2016 - Present
General Agency: Advisors Choice 1 year, 9 months Feb 2016 - Present
Executive Women's Golf Association 5 years, 9 months Mar 2009 - Dec 2014
Lilani Wealth Management 10 years, 8 months Mar 2007 - Present
Foothill Securities, Inc. 9 years, 11 months Jan 2007 - Dec 2016

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Mutual Fund Counselor
    Designation
    Chartered Mutual Fund Counselor
    Designees have knowledge of a wide range of mutual fund aspects such as characteristics of open and closed-end funds, other packaged investment products, risk and return, asset allocation, selecting a mutual fund for a client, retirement planning and professional conduct.

Articles and Answers

Insights by Rashida Lilani

Income in Retirement – Shifting Paradigms
Published 2015-07-08 08:33:44
MEDICARE – An Enigma or a Solution?
Published 2015-07-08 08:13:08
STUDENT LOANS – The Good, Bad and Ugly
Published 2015-07-07 22:49:12
Sandwich Generation? Read On.
Published 2015-07-07 22:41:29
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Should I leave my money in a SARSEP or roll it over into my new company's 401k?
    If you are no longer employed by the employer offering the SARSEP, you're probably going to be better off rolling it over to your new employer's 401(k) plan or an IRA. This is generally true for consolidation purposes. In addition, depending on your age and retirement timeline, the minimum age you...  (more)
    Answered Jul 2015
    Need to check my retirement plan with trishare--jonesboro ar triad hospital for 2006?
    Triad Hospitals were merged with Community Health Systems in 2007. You may want to start by just calling them at 615-465-7000 and explaining your situation. ...  (more)
    Answered Jul 2015
    What is the difference between a 401(k) and a Group Annuity?
    Leon, There are two fundamental differences: who will be contributing to the plan and how the benefits will be collected. A 401(k) plan is a type of defined contribution plan that is funded primarily by employee salary deferrals. Generally, the employer may also choose to offer to match the contr...  (more)
    Answered Jul 2015
    How can an financial advisor help me with college planning or a 529 plan?
    When it comes to 529 Plans, there are direct offered plans where you work directly with the mutual fund company such as Vanguard and then there are the advisor-offered plans. There are pros and cons for each type. Selecting an advisor-offered plan would mean you would have the financial planner sel...  (more)
    Answered Jul 2015
    Is there a cutoff for Monthly Simple IRA contributions?
    Your contributions are based on a calendar year limit. As an employee, you can contribute up to $12,500 for 2015 with an additional catch-up contribution of $2,500 if age 50 or over. As an employer, there are employer matching contributions that need to be made. I'm not sure what is your particular...  (more)
    Answered Aug 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Mar 13, 2017
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        None
      • as of date
        Mar 13, 2017
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Securities America Advisors, Inc.

      Last updated on Aug. 16, 2017
        • $15.6B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 106K
          Accounts
        • $147.4K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Commissions
      • Other