Ahmad Quqa
Ahmad Quqa is a registered investment advisor at Private Client Services, LLC, based in Cary, NC, with 9 years of industry experience. Ahmad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1400 Crescent Green, Suite 100, Cary, NC, 27518
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2026Other Business ActivitiesSells Insurance
Ahmad is the owner, founder, wealth advisor, and agent for Crescent Private Wealth, a DBA for brokerage, advisory, and insurance activities. He also works with RFG Advisory as a registered investment advisor, dedicating full-time hours to both roles.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations4 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.
Exams
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