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
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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

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

Services

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

Qualifications & Memberships

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

Firm Information

Assets Managed by Firm:    $125,000,000
 

Compliance

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

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Based on Assets, Flat Fee
 
 
 
 
 
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