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Najib Khan

12 Years of Experience
Newport News, VA
Broker

Najib Khan is a registered investment advisor at Ameriprise Financial Services, LLC, based in Newport News, VA, with 12 years of industry experience. Najib operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

11742 Jefferson Ave., Ste. 120, Newport News, VA, 23606-4407

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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

Najib is the treasurer for Khan since 2020, dedicating minimal time. He is also a financial advisor for Langley Federal Credit Union since 2025, spending about a quarter of his time, including during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Ameriprise Financial Services, LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Cetera Investment Services LLCBroker
September 2015 - February 2025 · 9 yrs 5 mos
Cetera Investment Advisers LLC
September 2015 - February 2025 · 9 yrs 5 mos
PNC Investments
January 2015 - August 2015 · 7 mos
PNC InvestmentsBroker
July 2014 - August 2015 · 1 yr 1 mo
Cuso Financial Services, L.P.Broker
May 2013 - July 2014 · 1 yr 2 mos
State Registrations11 states
CACOCTFLMAMDNCNYORPAVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.