Darshan Makim (CRD# 5043274) is an Investment Advisor Representative working at Pointoak Retirement Advisors in Mclean, VA and has over 18 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pointoak Retirement Advisors | Mclean, VA | Sep 2021 - Current | 2 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Current | 8 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- VA
-
Total Assets Under Management271MILLIONS
-
Total Number of Accounts72ACCOUNTS
-
Average Account Value$3,762,137
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
DC, MD, NE, VA
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 derived from SEC.gov data covering 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.
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.