1st Portfolio Wealth Advisors

1st Portfolio Wealth Advisors (CRD# 269855) is a financial advisory firm headquartered in Fairfax, VA. They manage $194,563,722 in 555 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    555
    ACCOUNTS
  • Average Account Value
    $350,565
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MD, TX, VA

Financial Advisors at 1st Portfolio Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Michael J. Rebibo
CRD#: 1979298
12700 Fair Lakes Circle, Suite 450, Fairfax, VA 22033
96
Wealthminder
score

Michael Rebibo (CRD# 1979298) is an Investment Advisor Representative working at 1st Portfolio Wealth Advisors in Fairfax, VA and has over 27 years of experience in the finance industry. Michael Rebibo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William K. Taylor
CRD#: 1854617
12700 Fair Lakes Circle, Suite 450, Fairfax, VA 22033
96
Wealthminder
score

William Taylor (CRD# 1854617) is an Investment Advisor Representative working at 1st Portfolio Wealth Advisors in Fairfax, VA and has over 28 years of experience in the finance industry. William Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nevin Kaul
CRD#: 5008408
12700 Fair Lakes Circle, Suite 450, Fairfax, VA 22033
93
Wealthminder
score

Nevin Kaul (CRD# 5008408) is an Investment Advisor Representative working at 1st Portfolio Wealth Advisors in Fairfax, VA and has over 11 years of experience in the finance industry.

4
Michael P. Duprey
CRD#: 4311541
12700 Fair Lakes Circle, Suite 450, Fairfax, VA 22033
41
Wealthminder
score

Michael Duprey (CRD# 4311541) is an Investment Advisor Representative working at 1st Portfolio Wealth Advisors in Fairfax, VA and has over 15 years of experience in the finance industry. Michael Duprey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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