Kitenge Ngongo, financial advisor Washington DC
93 score

Kitenge Ngongo

CRD Number: 5915614
Current Firm: Advice And Planning Services

Kitenge Ngongo (CRD# 5915614) is an Investment Advisor Representative working at Advice And Planning Services in Washington, DC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Washington, DC Aug 2016 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Washington, DC Aug 2016 - Current 1
Td Ameritrade, Inc. Washington, DC May 2015 - Aug 2016 1
Amerivest Investment Management, LLC Washington, DC May 2015 - Aug 2016 1
Edward Shanahan Reston, VA Dec 2014 - Apr 2015 < 1
Northwestern Mutual Investment Services LLC Reston, VA Nov 2014 - Apr 2015 < 1
Strategic Advisers, Inc. Mclean, VA Nov 2012 - Nov 2014 2
Fidelity Investments Mclean, VA Apr 2011 - Nov 2014 3
Dollar Thrifty Greensboro, NC Feb 2011 - Apr 2011 < 1
Unemployed Greensboro, NC Dec 2010 - Feb 2011 < 1
Brandt Information Services Tallahassee, FL May 2010 - Dec 2010 < 1
Florida State University Tallahassee, FL Aug 2009 - Dec 2010 1
Best Buy Tallahassee, FL Aug 2008 - Dec 2009 1
Bank Of America St Louis, MO Mar 2008 - Jul 2008 < 1
Dillards Chesterfield, MO Apr 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Kitenge P. Ngongo
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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
93
Clean Record
This advisor has a clean track record with regulators.

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