Darshan Makim, financial advisor Mclean VA

Darshan Makim

CRD Number: 5043274
Current Firm: Pointoak Retirement Advisors

Darshan Makim (CRD# 5043274) is an Investment Advisor Representative working at Pointoak Retirement Advisors in Mclean, VA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Pointoak Retirement Advisors Mclean, VA Sep 2021 - Current < 1
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current 5
Capstone Retirement Group Falls Church, VA Jan 2012 - Aug 2021 9
Nfp Advisor Services Austin, TX Sep 2014 - Apr 2016 1
Financial Telesis Inc. San Rafael, CA Jan 2012 - Sep 2014 2
Kovack Securities, Inc. Ft. Lauderdale, FL May 2009 - Jan 2012 2
Kovack Advisors, Inc. Ft Lauderdale, FL May 2009 - Jan 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Darshan P. Makim
Phone Number: 703-595-4444
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States


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