Jeffrey Lippman
Capitol Financial Consultants, Inc.
8180 Greensboro Drive, Suite 1150
McLean, VA 22102
7038212000
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.
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
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1872213/rothira-Capitol-Financial-Consultants,-Inc.-detailed-disclosure.html