Ofs

Ofs (CRD# 107335) is a financial advisory firm headquartered in Mclean, VA. They manage $510,230,164 in 594 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    510
    MILLION
  • Total Number of Accounts
    594
    ACCOUNTS
  • Average Account Value
    $858,973
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
  • 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.

AZ, CA, FL, IL, LA, MD, NC, NY, PA, TX, VA, WA

Financial Advisors at Ofs
Showing 1 - 5 of 5 top financial advisors.
1
Frank M. Zecca
CRD#: 2501085
7950 Jones Branch Drive, Suite 700n, Mclean, VA 22107
96
Wealthminder
score

Frank Zecca (CRD# 2501085) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 22 years of experience in the finance industry. Frank Zecca 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
Christopher J. Legg
CRD#: 4874134
7950 Jones Branch Drive, Suite 700n, Mclean, VA 22107
93
Wealthminder
score

Christopher Legg (CRD# 4874134) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 11 years of experience in the finance industry.

3
Geoffrey D. Marsh
CRD#: 6166776
7950 Jones Branch Drive, Suite 700n, Mclean, VA 22107
89
Wealthminder
score

Geoffrey Marsh (CRD# 6166776) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 3 years of experience in the finance industry.

4
Keith S. Packard
CRD#: 6287550
7950 Jones Branch Drive, Suite 700n, Mclean, VA 22107
89
Wealthminder
score

Keith Packard (CRD# 6287550) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 2 years of experience in the finance industry.

5
Nancy H. Vu
CRD#: 6197413
7950 Jones Branch Drive, Suite 700n, Mclean, VA 22107
89
Wealthminder
score

Nancy Vu (CRD# 6197413) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.