Ofs

Ofs (CRD# 107335) is a financial advisory firm headquartered in Mclean, VA. They manage $1,071,806,331 in 2,172 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,072
    MILLION
  • Total Number of Accounts
    2,172
    ACCOUNTS
  • Average Account Value
    $493,465
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, TX, VA, WA

Financial Advisors at Ofs
Showing 1 - 7 of 7 top financial advisors.
1
Timothy Alvarado
CRD#: 7066814
7950 Jones Branch Drive, Suite 700n, Mclean, VA 22107

Timothy Alvarado (CRD# 7066814) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 5 years of experience in the finance industry.

2
Christopher P. Anest
CRD#: 5963617
875 N. Michigan Ave., Suite 2700, Chicago, IL 60611

Christopher Anest (CRD# 5963617) is an Investment Advisor Representative working at Ofs in Chicago, IL and has over 6 years of experience in the finance industry.

3
Brett M. Dimas
CRD#: 4148185
875 North Michigan Avenue Suite 2300, Chicago, IL 60611

Brett Dimas (CRD# 4148185) is an Investment Advisor Representative working at Ofs in Chicago, IL and has over 23 years of experience in the finance industry.

4
Christopher J. Legg
CRD#: 4874134
7950 Jones Branch Drive, Suite 700n, Mclean, VA 22107

Christopher Legg (CRD# 4874134) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 19 years of experience in the finance industry.

5
Geoffrey D. Marsh
CRD#: 6166776
7950 Jones Branch Drive, Suite 700n, Mclean, VA 22107

Geoffrey Marsh (CRD# 6166776) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 10 years of experience in the finance industry.

6
Keith S. Packard
CRD#: 6287550
7950 Jones Branch Drive, Suite 700n, Mclean, VA 22107

Keith Packard (CRD# 6287550) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 10 years of experience in the finance industry.

7
Frank M. Zecca
CRD#: 2501085
7950 Jones Branch Drive, Suite 700n, Mclean, VA 22107

Frank Zecca (CRD# 2501085) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 29 years of experience in the finance industry.

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