Sima Zahid (CRD# 4571182) is an Investment Advisor Representative working at Primerica Advisors in Chantilly, VA and has over 21 years 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 |
|---|---|---|---|
| Pfs Investments Inc. | Chantilly, VA | Oct 2019 - Current | 4 |
| Primerica Financial Services | Chantilly, VA | Apr 2019 - Current | 5 |
| Fairfax County Public School | Fairfax, VA | Sep 2018 - Current | 5 |
| Wells Fargo Clearing Services, LLC | Annandale, VA | Nov 2016 - Aug 2018 | 1 |
| Wells Fargo Bank Na | Springfield, VA | May 2009 - Aug 2018 | 9 |
| Wells Fargo Advisors LLC | Annandale, VA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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