Adwowa Afenyi-Annan, financial advisor Charlotte NC

Adwowa Afenyi-Annan

CRD Number: 4592855
Current Firm: 3a Financial Group LLC

Adwowa Afenyi-Annan (CRD# 4592855) is an Investment Advisor Representative working at 3a Financial Group LLC in Charlotte, NC and has over 18 years of experience in the finance industry. Adwowa Afenyi-Annan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Alight Financial Solutions LLC Charlotte, NC Nov 2011 - Current 9
3a Financial Group LLC Charlotte, NC Jan 2011 - Current 10
Alight Solutions (formerly Aon Hewitt) Charlotte, NC Dec 2010 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Adwowa F. Afenyi-Annan
Phone Number: (248) 763-5413
Registered State(s):
  • MI
  • NC
Current Firm Details
3a Financial Group LLC
Firm's CRD Number: 156512
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $101,196
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MI, NC

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