Jeffrey Lippman

Tel: (703) 8212000x212
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. We offer comprehensive advice and services that include: Personal Financial Planning Investment and Wealth Management Tax Planning and Preparation Risk Management Retirement Planning Education Funding Estate Planning Business Planning and Services


General Information

Firm Start Year:   1988
No.of Employees:   5-9
Name of Broker/Dealer:   Capitol Securities Management Inc.
Name of Custodial Firm:   Pershing LLC
States Licensed in:   Virginia, Maryland, Washington DC, New Jersey
Number of Years with Current Firm:   0
I work with the following types of clients:   Individual Investors , Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs) , Mutual Funds , Bonds , Stocks , Annuities , Insurance
I can meet clients in the following ways:   At my office , At your office , Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , HMO , Life , Health
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information

Assets Managed by Firm:   $125,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Flat Fee , Based on Assets


Jeffrey Lippman

Jeffrey Lippman

CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 7:00 PM