Naima
Bush

Fruitful

CRD#6609223
Investment Advisor
in Falls Church, VA

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About this Advisor

Naima Bush is a financial advisor based in Falls Church, Virginia, working with Fruitful. Naima has previously held positions at Motley Fool Wealth Management, True North Advisors, LLC, The Barre Code, Catherine Hawley, CFP®, Workable Wealth, Pegasus Advisors, LLC, Laird Norton Wealth Management, True North Wealth Management, Capital Asset Management Group, Capital Investment Advisors, Inc, Cambridge Investment Research, Inc, Ellevest, and Fruitful Inc. Naima has passed the Series 66 regulatory exam and is registered to provide services in New York and Virginia. Currently, Naima is part of Fruitful, which operates out of Falls Church, Virginia. The firm has 29 employees and manages assets totaling $1.4 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Fruitful includes fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Falls Church, VA

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Fruitful Brokerage Details

Total Assets Under Management

$1,384,519

VA Average: $7,464,549,021
Total Number of Employees

29

VA Average: 88
Total Number of Accounts

89

VA Average: 3,892
Average Account Size

$15,556

VA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Naima Bush Work History

2024 - Present (0 year)

Ellevest

2024 - Present (0 year)

Fruitful Inc

2021 - Present (3 years)

Cambridge Investment Research, Inc

2020 - Present (4 years)

Capital Asset Management Group

2020 - Present (4 years)

Capital Investment Advisors, Inc

2016 - 2019 (3 years)

Motley Fool Wealth Management

2015 - 2016 (1 year)

True North Advisors, LLC

2015 - 2016 (1 year)

The Barre Code

2015 - 2016 (1 year)

Catherine Hawley, CFP®

2015 - 2015 (< 1 year)

Workable Wealth

2015 - 2015 (< 1 year)

Pegasus Advisors, LLC

2015 - 2016 (1 year)

True North Wealth Management

2013 - 2015 (2 years)

Laird Norton Wealth Management

Disclosures

Please visit the SEC profile of Naima Bush 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 Fruitful

Waris Rahemtulla
New York, NY
Mckenna Wieser
New York, NY
Rebecca Palmer
New York, NY
Durriya Pierce
New York, NY
Paige Clausen
New York, NY
Colin Bishop
Columbus, OH
Andrew Rotz
New York, NY
Brianna Sullivan
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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