Featured Business Financial Advisor in McLean, VA
McLean Financial Advisors
Capitol Financial Consultants, Inc.
8180 Greensboro Drive, Suite 1150
McLean, VA 22102
(703) 8212000x212
Advisor Profile
Jeffrey Lippman
Name:  Jeffrey Lippman
Phone Number:  (703) 8212000x212
Website:  Visit Website

About Capitol Financial Consultants, Inc.

Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives. We offer comprehensive advice and services that include:


Personal Financial Planning


Investment and Wealth Management


Tax Planning and Preparation


Risk Management


Retirement Planning


Education Funding


Estate Planning


Business Planning and Services
 

General Information

Gender:    Male
CRD#:    5124838
Name of Broker/Dealer:    Capitol Securities Management Inc.
Name of Custodial Firm:    Pershing LLC
States Licensed in:    Virginia, Maryland, Washington DC, New Jersey
Years of Experience in Financial Services:    12
Number of Years with Current Firm:    0
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance
I can meet clients in the following ways:    At my office, At your office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Assets Managed by Firm:    $125,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Flat Fee, Based on Assets
 
 
 
Prepared By: Jeffrey Lippman

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