Iram Amir (CRD# 7380735) is an Investment Advisor Representative working at Sagevest Wealth Management in Mclean, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagevest Wealth Management | Mclean, VA | Oct 2022 - Current | 1 |
| Unemployed | Falls Church, VA | Jun 2022 - Sep 2022 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2018 - May 2022 | 3 |
| Global Advisor Group | Reston, VA | Jun 2021 - Aug 2021 | < 1 |
| Pavlov Financial Planning | Arlington, VA | Jan 2021 - May 2021 | < 1 |
| Sleep Clinics Of America | Richmond, VA | Jan 2020 - Apr 2020 | < 1 |
| Sleep Clinics Of America | Richmond, VA | Dec 2018 - Jan 2019 | < 1 |
| The Steward School | Richmond, VA | Aug 2014 - Jun 2018 | 3 |
| Orchard House School | Richmond, VA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- VA
-
Total Assets Under Management301MILLIONS
-
Total Number of Accounts426ACCOUNTS
-
Average Account Value$705,743
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, FL, MD, TX, VA
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