3a Financial Group LLC
3a Financial Group LLC (CRD# 156512) is a financial advisory firm headquartered in Charlotte, NC. They manage $5,223,868 in 116 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts116ACCOUNTS
Average Account Value$45,033
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Adwowa Afenyi-Annan (CRD# 4592855) is an Investment Advisor Representative working at 3a Financial Group LLC in Charlotte, NC and has over 15 years of experience in the finance industry. Adwowa Afenyi-Annan 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.