Adwowa Afenyi-Annan is a CFP-designated registered investment advisor, based in Huntersville, NC, with 23 years of industry experience.
Location
Huntersville, NC
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adwowa is an independent insurance agent and provides tax services to clients through 3A Financial Group LLC, dedicating minimal time to the latter. She also works full-time as a Client Services Team Manager at Aon Hewitt and dedicates about half her time as a Principal at 3A Financial Group LLC, providing investment advice and financial planning.
Employment History
Current Registrations
Alight Financial Solutions, LLCBroker
3a Financial Group, LLC
Previous Registrations
Aon Hewitt Financial Advisors, LLC
Hewitt Financial Services LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations3 states
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