Unclaimed Profile

Olivia Nakkash

AFS FINANCIAL GROUP, LLC·BETHESDA, Maryland

Clean recordAFS FINANCIAL GROUP, LLC

7700 OLD GEORGETOWN RD., BETHESDA, MD 20814CRD# 5637148Firm CRD# 306979

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Olivia Nakkash · BETHESDA, MD

Registration

CRD #5637148 · AFS FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Olivia Nakkash is a registered financial advisor based in BETHESDA, Maryland, affiliated with AFS FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

AFS FINANCIAL GROUP, LLC

AUM

$245M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AFS FINANCIAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5637148

Firm CRD# 306979

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Frequently Asked Questions

What services does Olivia Nakkash offer?

Olivia Nakkash specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Olivia Nakkash's credentials?

Olivia Nakkash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Olivia Nakkash located?

Olivia Nakkash is based in BETHESDA, Maryland, working with AFS FINANCIAL GROUP, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Olivia Nakkash charge for services?

Olivia Nakkash's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AFS FINANCIAL GROUP, LLC?

AFS FINANCIAL GROUP, LLC has approximately 8 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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