Advisor at Omega Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Arlington, VA 22203
Credentials
Series 65
Industry experience
2 years
Evelyn Ovando Flores is a financial advisor at Omega Wealth Management LLC with a Series 65 designation and two years of industry experience. Prior to joining Omega Wealth Management in 2022, she held roles in education and community service, including positions at the University of Mary Washington and Action in Community Through Service. Omega Wealth Management is a six-advisor firm serving individuals, trusts, estates, corporations, and other entities with life and wealth planning, portfolio management, and consulting. The firm employs a goals-based investment process, managing assets primarily on a non-discretionary basis, and incorporates borrowing and derivative strategies within client accounts.
Based on Omega Wealth Management LLC
$250 - $350 per hour depending on complexity
Minimum fee: Generally begin at $20,000 annually, varies based on scope and complexity, negotiated individually
4501 N Fairfax Dr, Suite 602
Arlington, VA 22203
Texas · Virginia
Omega Wealth Management, LLC
2022 - Present (4 years)
University of Mary Washington
2021 - 2023 (2 years)
Action in Community Through Service
2019 - 2022 (3 years)
Planet Fitness
2018 - 2019 (1 year)
Nando's Peri Peri Chicken
2018 - 2018 (1 year)
Northern Virginia Community College
2017 - 2020 (3 years)
Ihop
2017 - 2018 (1 year)
Gar-Field Senior High School
2013 - 2017 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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