Najib Khan, financial advisor Virginia Beach VA
77 score

Najib Khan

CRD Number: 5522404
Current Firm: Cetera Investment Advisers LLC

Najib Khan (CRD# 5522404) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Virginia Beach, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Langley Federal Credit Union Virginia Beach, VA Sep 2015 - Current 1
Cetera Investment Services LLC St. Cloud, MN Sep 2015 - Current 1
Cetera Investment Advisers LLC Virginia Beach, VA Sep 2015 - Current 1
Pnc Investments Little Neck, VA Jun 2014 - Aug 2015 1
Pnc Bank Little Neck, VA Jun 2014 - Aug 2015 1
Cuso Financial Services, LP San Diego, CA Mar 2013 - Jun 2014 1
Abnb Federal Credit Union Chesapeake, VA Jun 2009 - Mar 2013 3
Navy Federal Credit Union Reston, VA Oct 2007 - Apr 2009 1
Chevy Chase Bank Dulles, VA Nov 2006 - Oct 2007 < 1
Centreville Goodyear Centreville, VA Jun 2004 - Nov 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Jun 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Najib A. Khan
Phone Number: 888-528-2987
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • 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
Types of Clients
Registered States

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

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BADGES
77

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