Nancy Vu, financial advisor Mclean VA
89 score

Nancy Vu

CRD Number: 6197413
Current Firm: Ofs

Nancy Vu (CRD# 6197413) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 2 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Mclean VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Michael Treanor, financial advisor Mclean VA
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Similar Advisors
John Hensley, financial advisor Mclean VA
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Company Name Location Dates Years
Octagon Financial Services, Inc. (ofs) Mclean, VA Mar 2009 - Current 7
Virginia Tech Blacksburg, VA Aug 2004 - Dec 2008 4
Wood Smith Advisors Haymarket, VA Jun 2008 - Aug 2008 < 1
Icma Retirement Corporation Washington, DC Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Nancy H. Vu
Phone Number: (703) 905-3300
Firm Website:
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
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Nancy Vu and other advisors.
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.