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Alaa Khashan

9 Years of Experience
Broker

Alaa Khashan is a registered investment advisor at PNC Wealth Management, based in Centreville, VA, with 9 years of industry experience. Alaa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13826 Lee Highway, Centreville, VA, 20120

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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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Employment History
Current Registrations
PNC Wealth Management LLCBroker
September 2024 - Present · 1 yr 7 mos
PNC Wealth Management
September 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2022 - September 2024 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2022 - September 2024 · 2 yrs
Truist Advisory Services, INC.
May 2020 - November 2022 · 2 yrs 6 mos
Truist Investment Services, INC.Broker
September 2018 - September 2022 · 4 yrs
PNC InvestmentsBroker
November 2016 - September 2018 · 1 yr 10 mos
Citizens Securities, INC.Broker
June 2016 - October 2016 · 4 mos
State Registrations3 states
ALNJVA
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.
Alaa Khashan - Financial Advisor | TrueAdvisor