JeffreyLippman- Financial Advisor McLean, VA

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About Jeffrey Lippman

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General Information

Firm Start Year

1988

No. of Employees

CRD#

5124838

Firm CRD#

109800

Name of Custodial Firm

Charles Schwab

States Licensed in

Virginia

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®

Insurance and Annuity Licenses

Annuity, Health, Life, HMO, Variable Annuity, Long Term Care, Variable Life, Disability

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Assets Managed by Firm

$200,000,000.

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1872213/paladinregistry-Capitol-Financial-Consultants,-Inc.-detailed-disclosure.html

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Paladin Research Report For:

Jeffrey Lippman

Capitol Financial Consultants, Inc.