Darshan Prakash Makim
Investment adviser representative at Pointoak Retirement Advisors
14 yearsExperience
2 statesRegistered in
$1.1BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Pointoak Retirement AdvisorsSep 2021 to now
- Kestra Financial Services, IncApr 2016 to now
- Capstone Retirement GroupJan 2012 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Pointoak Retirement Advisors
Legal name: Pointoak Retirement Advisors, LLC
$1.1BAssets managed
103Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5043274
- Firm CRD
- 314866