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Paladin Research Report For:

Jeffrey Lippman

Capitol Financial Consultants, Inc.

CFP®ChFC®
8180 Greensboro Drive, Suite 1150
McLean, VA 22102
703-821-2000
Visit Website
www.capfin.net

About Jeffrey Lippman

See Disclosures

General Information

Firm Start Year
  • 1988
No. of Employees
  • 2-4
CRD#
  • 5124838
Firm CRD#
  • 109800
Name of Custodial Firm
  • Charles Schwab
States Licensed in
  • Virginia
Years of Experience in Financial Services
  • 23
Number of Years with Current Firm
  • 10
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
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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