VETTED

Jeffrey Lippman

CFP^®, ChFC^®

Tel: 703-821-2000 8180 Greensboro Drive, Suite 1150 McLean, VA 22102

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

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:

Yes

Registered Representative:

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 & Memberships

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)

Services

Investment Types:

Bonds, Stocks, Annuities, Insurance, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Phone, Our Office, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$500,000

Firm Information

Assets Managed by Firm:

$200,000,000.

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

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

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1872213/wiseradvisor-capitol-financial-consultants,-inc.-detailed-disclosure.html

23 Years of Experience

CRD# 5124838 Firm CRD# 109800

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsHave a clean record

Criminal Disclosures in Last 5 yearsHave a clean record

Research This Advisor

www.finra.org