Omen Quelvog, financial advisor Fredericksburg VA

Omen Quelvog

CRD Number: 7852976
Current Firm: Apforia

Omen Quelvog (CRD# 7852976) is an Investment Advisor Representative working at Apforia in Fredericksburg, VA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Apforia Virginia Beach, VA Jan 2024 - Current < 1
Retired Fredericksburg, VA Jul 2023 - Dec 2023 < 1
United States Marine Corps Quantico, VA Jul 1998 - Jul 2023 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2023
Contact Info for Omen Quelvog
Phone Number: 757-407-4189
Firm Website: https://www.myciwm.com/
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $72,239
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CO, FL, LA, MD, NC, NE, NH, NY, OH, OR, TN, TX, VA, WA

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