Manohar Bartakke (CRD# 1351963) is an Investment Advisor Representative working at M.n. Bartakke & Associates in Reston, VA and has over 39 years of experience in the finance industry. Manohar Bartakke has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 4092356
David Wealth Management, LLC
CRD# 7032841
Personal Financial Partners
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M.n.bartakke& Associates | Reston, VA | Oct 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
- VA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$3,985,017
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
VA
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