Darshan
Makim
Pointoak Retirement Advisors
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About this Advisor
Darshan Makim is a financial advisor based in Mc Lean, Virginia, working with Pointoak Retirement Advisors. Darshan has previously held positions at Financial Telesis Inc, Capstone Retirement Group, Nfp Advisor Services, Kestra Financial Services, Inc, and Pointoak Retirement Advisors. Darshan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Darshan is part of Pointoak Retirement Advisors, which operates out of Mc Lean, Virginia. The firm has one employee and manages assets totaling $270.9 million. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Pointoak Retirement Advisors includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Pointoak Retirement Advisors Brokerage Details
$270,873,874
1
72
$3,762,137
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Darshan Makim Work History
Pointoak Retirement Advisors
Kestra Financial Services, Inc
Nfp Advisor Services
Financial Telesis Inc
Capstone Retirement Group
Disclosures
Please visit the SEC profile of Darshan Makim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pointoak Retirement Advisors
Mc Lean, VA
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