Tariq Khan, financial advisor Bethesda MD

Tariq Khan

CRD Number: 6257291
Current Firm: Wealthcare Financial Group, Inc.

Tariq Khan (CRD# 6257291) is an Investment Advisor Representative working at Wealthcare Financial Group, Inc. in Bethesda, MD and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthcare Finaancial Group, Inc. Bethesda, MD Mar 2019 - Current 5
Mml Investors Services, LLC Rockville, MD Mar 2017 - Dec 2018 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Dec 2018 2
Metlife Securities Inc. Rockville, MD Jan 2015 - Dec 2018 3
New England Securities Boston, MA Nov 2013 - Dec 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Tariq A. Khan
Phone Number: (770) 683-3608
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $103,599
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
  • Pension consulting services
Types of Clients
Registered States

CA, DC, GA, LA, MD, NY, TX, VA

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