Karan Malik (CRD# 7877517) is an Investment Advisor Representative working at Opulen Financial Group, LLC in Arlington, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Opulen Financial Group, LLC | Arlington, VA | Feb 2024 - Current | < 1 |
| Opulen Financial Group, LLC | Arlington, VA | Aug 2022 - Jan 2024 | 1 |
| Squash On Fire, LLC | Washington, DC | Aug 2017 - Aug 2022 | 5 |
| Unemployed | Washington, DC | Mar 2017 - Jul 2017 | < 1 |
| Lifetime Athletic | Westchester, NY | Jun 2016 - Feb 2017 | < 1 |
| Trinity College | Hartford, CT | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- VA
-
Total Assets Under Management115MILLIONS
-
Total Number of Accounts514ACCOUNTS
-
Average Account Value$222,788
- 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
- Pension consulting services
- Educational seminars/workshops
CT, DC, LA, MA, MD, NH, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.