Ofs
Ofs (CRD# 107335) is a financial advisory firm headquartered in Mclean, VA. They manage $1,279,063,761 in 1,949 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,279MILLION
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Total Number of Accounts1,949ACCOUNTS
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Average Account Value$656,267
- 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)
AZ, CA, FL, IL, LA, MD, NC, NY, PA, TX, VA, WA
Timothy Alvarado (CRD# 7066814) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 3 years of experience in the finance industry.
Christopher Anest (CRD# 5963617) is an Investment Advisor Representative working at Ofs in Chicago, IL and has over 4 years of experience in the finance industry.
Christopher Legg (CRD# 4874134) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 17 years of experience in the finance industry. Christopher Legg 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.
Geoffrey Marsh (CRD# 6166776) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 9 years of experience in the finance industry.
Keith Packard (CRD# 6287550) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 8 years of experience in the finance industry.
Nancy Vu (CRD# 6197413) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 8 years of experience in the finance industry. Nancy Vu 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.
Frank Zecca (CRD# 2501085) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 28 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.