Narges Zamani, financial advisor Mc Lean VA
90 score

Narges Zamani

CRD Number: 6411987
Current Firm: Pactolus Private Wealth Management LLC

Narges Zamani (CRD# 6411987) is an Investment Advisor Representative working at Pactolus Private Wealth Management LLC in Mc Lean, VA and has 1 year of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Mc Lean VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Michael Treanor, financial advisor Mc Lean VA
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
John Hensley, financial advisor Mc Lean VA
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Professional Designations
Company Name Location Dates Years
Pactolus Securities, LLC Mclean, VA Jun 2015 - Current 1
Pactolus Private Wealth Management LLC Mclean, VA Aug 2014 - Current 2
Unemployed Mclean, VA Apr 2014 - Jul 2014 < 1
George Washington University Washington, DC Aug 2010 - Mar 2014 3
Alpa Capital Partners Moscow, Mar 2005 - Aug 2010 5

Narges Zamani has no recent exams reported.
Contact Info for Narges Zamani
Phone Number: 571-297-1740
Firm Website: http://pactoluspwm.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    399
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $1,085,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MD, NY, VA

Ready to hire a financial advisor? Get competitive proposals from Narges Zamani and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.