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Aimee Strand Iverson

NEA MEMBER BENEFITS·GAITHERSBURG, Maryland
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900 CLOPPER ROAD, GAITHERSBURG, MD 20878-1360CRD# 7999161Firm CRD# 138196
01

About

Aimee Strand Iverson is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with NEA MEMBER BENEFITS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
NEA MEMBER BENEFITS
NEA MEMBER BENEFITS
AUM
—
Regulatory assets under management
Employees
93
Total firm employees
View all advisors at NEA MEMBER BENEFITS →
Services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Subscription fees
Other: SEE SCHEDULE D MISCELLANEOUS
Regulatory
SEC/IARD CRD# 7999161
Firm CRD# 138196
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aimee Strand Iverson offer?
Aimee Strand Iverson is a registered financial advisor in GAITHERSBURG, Maryland. Contact their office for details on services offered.
What are Aimee Strand Iverson's credentials?
Aimee Strand Iverson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aimee Strand Iverson located?
Aimee Strand Iverson is based in GAITHERSBURG, Maryland, working with NEA MEMBER BENEFITS. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does Aimee Strand Iverson charge for services?
Aimee Strand Iverson's firm is compensated through subscription fees, other: see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEA MEMBER BENEFITS?
NEA MEMBER BENEFITS has approximately 93 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in GAITHERSBURG
Linda Ann Mundy — CHESAPEAKE ASSET MANAGEMENT CO INCRodney Noel Ellis — NEA'S MEMBER BENEFITS CORPORATIONJohn Peter Mcglaughlin — MY WEALTH MANAGEMENT, INC.David Mayo Carmichael — CARMICHAEL HILL & ASSOCIATES INCMark Simons — NEA'S MEMBER BENEFITS CORPORATION
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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