Opeoluwa Afe, financial advisor Columbia MD
93 score

Opeoluwa Afe

CRD Number: 5285740
Current Firm: Advice And Planning Services

Opeoluwa Afe (CRD# 5285740) is an Investment Advisor Representative working at Advice And Planning Services in Columbia, MD and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Columbia, MD Mar 2016 - Current < 1
Tiaa Columbia, MD Mar 2016 - Current < 1
Suntrust Investment Services, Inc. Atlanta, GA Nov 2013 - Mar 2016 2
Suntrust Bank Columbia, MD Nov 2013 - Mar 2016 2
Pnc Investments Pittsburgh, PA Nov 2012 - Nov 2013 1
Pnc Bank Towson, MD Nov 2012 - Nov 2013 1
Capital One Bank Washington, DC May 2012 - Nov 2012 < 1
Wells Fargo Advisors LLC Bowie, MD Feb 2007 - May 2012 5
Wachovia/ Wells Fargo Bank Bowie, MD May 2005 - May 2012 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2007
S63 Uniform Securities State Law Examination Mar 2007
Contact Info for Opeoluwa O. Afe
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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