Darshan Makim

from Pointoak Retirement Advisors
SEC regulated
Regulated Investment Advisor
Darshan Makim is a financial advisor based in Virginia, Mclean, with 19 years of experience. Darshan currently works for Pointoak Retirement Advisors. Darshan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Darshan Makim works at Pointoak Retirement Advisors
Pointoak Retirement Advisors is a financial advisory firm based in Mclean, Virginia. It currently has approximately $215,532,131 of assets under management and employs about 1 people. Pointoak Retirement Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
14 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
1751 Pinnacle Dr, Ste 600, Mclean, Virginia, 22102

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