Xerxes Nabong
Xerxes Nabong is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Virginia Beach, VA, with 20 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
4317 Bonney Road, Virginia Beach, VA, 23452
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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
Xerxes is the owner and co-founder of Wealth Avenue and a partner at Reservoir Financial, both DBAs for marketing purposes. He also owns PXP, LLC, is a member of Greenwich Partners, LLC and Maliniak & Nabong Wealth Advisory Services, LLC, and is a licensed life, health, disability, and LTC insurance agent.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.