Naj Altaf (CRD# 2894315) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vienna, VA and has over 26 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 |
|---|---|---|---|
| Osaic Wealth, Inc. | Bethesda, MD | Jan 2024 - Current | < 1 |
| Woodbury Financial Services, Inc. | Mclean, VA | Jul 2018 - Current | 5 |
| Capital One Sharebuilder, Inc. | Mclean, VA | Jan 2015 - Current | 9 |
| Sharebuilder 401k | Seattle, WA | Jan 2015 - Current | 9 |
| Capital One Investment Services LLC | Bethesda, MD | May 2010 - Current | 13 |
| Chevy Chase Financial Services | Bethesda, MD | Sep 1999 - Current | 24 |
| Woodbury Financial Services, Inc. | Mclean, VA | Jul 2018 - Jan 2024 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 1998 |
- DC
- FL
- MD
- PA
- VA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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