Business Description

Financial Design Group, LLC designs customized paths for financial security, peace of mind and success for individuals and businesses eager to build a trusting, long-term partnership. We provide education about the specific financial realities each client faces and serve clients using innovative tools and technology. Clients receive honest and objective solutions through our expertise and open communication.

General Information

Gender:

Female

CRD#:

4664352

Firm CRD#:

6390

States Licensed in:

VA, MD, DC, FL

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Businesses

Education

Academic Background

BA from Pennsylvania State University

Services

Investment Types:

Alternative Investments, Mutual Funds, Stocks, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

Certified Financial Planner, Certified Financial Planner (CFP®)

Securities Licenses:

Life & Health, Series 7, Series 65

Insurance and Annuity Licenses:

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

Financial Organization Memberships:

Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Firm's Number of Clients:

200

Firm's Number of Planning Clients:

Firm's Number of Managed Clients:

200

Assets Managed by Firm:

70000

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compensation & Fees

I am a fee-based financial professional:

Yes

Compensation Methods:

Hourly, Commissions, Based on Assets

Fee % Based on Assets:

Hourly Rate:

$200

Prepared By:

Mary Beth Healy

Most Recent Update:

07/15/2008