Tanzima Ashrafi, financial advisor Mclean VA
93 score

Tanzima Ashrafi

CRD Number: 3044351
Current Firm: Bb&t Investment Services, Inc.

Tanzima Ashrafi (CRD# 3044351) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Mclean, VA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Mclean, VA Apr 2016 - Current < 1
Bbtis Charlotte, NC Apr 2016 - Current < 1
Suntrust Investment Services, Inc. Atlanta, GA Sep 2012 - Current 4
Suntrust Bank Mclean, VA Sep 2012 - Mar 2016 3
Wachovia Bank, N.a. Fairfax, VA Dec 2009 - Sep 2012 2
Wells Fargo Advisors LLC Burke, VA May 2009 - Sep 2012 3
Wachovia Bank, N.a. Springfield, VA Jun 2002 - Dec 2009 7
Wachovia Securities, LLC Springfield, VA Jun 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Tanzima Ashrafi
Phone Number: 704-954-1364
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    3,725
    ACCOUNTS
  • Average Account Value
    $199,416
Compensation Options
  • A percentage of assets under your management
  • Other
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

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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