Nakia
Brown

Northwest Financial Advisors LLC

CRD#6332689
Investment Advisor
in Herndon, VA

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About this Advisor

Nakia Brown is a financial advisor based in Herndon, Virginia, working with Northwest Financial Advisors LLC. Nakia has previously held positions at Campbell Wealth Management, Lpl Financial, Madison Avenue Securities, LLC, Morgan Stanley, Northwest Financial Advisors, and Lpl Financial LLC. Nakia has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Nakia is part of Northwest Financial Advisors LLC, which operates out of Herndon, Virginia. The firm has 11 offices and 37 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Northwest Financial Advisors LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

200 Spring Street Suite 120
Herndon, VA 20170

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Northwest Financial Advisors LLC Brokerage Details

Total Assets Under Management

$1,652,147,185

VA Average: $1,835,309,194
Total Number of Employees

37

VA Average: 32
Total Number of Accounts

3,658

VA Average: 1,458
Average Account Size

$451,653

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Nakia Brown Work History

2022 - Present (2 years)

Northwest Financial Advisors

2022 - Present (2 years)

Lpl Financial LLC

2022 - Present (2 years)

Northwest Financial Advisors

2022 - 2022 (< 1 year)

Morgan Stanley

2019 - 2022 (3 years)

Madison Avenue Securities, LLC

2018 - 2022 (4 years)

Campbell Wealth Management

2014 - 2018 (4 years)

Lpl Financial

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Disclosures

Please visit the SEC profile of Nakia Brown 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 Northwest Financial Advisors LLC

Jodi Van Voorhis
Herndon, VA
Justin Valadez
Herndon, VA
Garrett Boyd
Herndon, VA
Jennifer Ruppert
Herndon, VA
Nikyla Young
Herndon, VA
Karen Benedict
Herndon, VA
Nakia Brown
Herndon, VA
Shreeva Aylor
Herndon, VA

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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