AF
AF

Ahmed Osman Farruk

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
1,148 clients
Average Client Portfolio
$58.9M average
Assets Under Management
$67.6B

Fee Structure

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Location

1430 Spring Hill Road #320, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ahmed is a member of the Investment Subcommittee for United Way Worldwide since 2019, assisting in the oversight of investment portfolios. He spends minimal time on this activity.

Employment History
Current Registrations
Fiducient Advisors LLC
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Orion Investment Advisors, LLC
April 2009 - March 2018 · 8 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2005 - March 2016 · 10 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
September 2005 - March 2016 · 10 yrs 6 mos
Wachovia Securities, LLC
August 2004 - September 2005 · 1 yr 1 mo
Wachovia Securities, LLCBroker
July 2003 - September 2005 · 2 yrs 2 mos
Prudential Securities IncorporatedBroker
March 2003 - July 2003 · 4 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.