Capitol Financial Consultants, Inc. | Financial Advisor in McLean ,VA

8180 Greensboro Drive, Suite 1150
McLean, VA 22102
Phone: (703) 8212000x212

About

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

12 Years of Experience



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:   Businesses , Individual Investors


Services
Investment Types:   Annuities , Exchange Traded Funds (ETFs) , Insurance , Bonds , Stocks , Mutual Funds


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Disability , HMO , Life , Long Term Care , Variable Annuity , Variable 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 & 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



FAQs

Jeffrey Lippman

Jeffrey Lippman

CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®

Office Hours

Mon. 9:00 AM - 7:00 PM
Tue. 9:00 AM - 7:00 PM
Wed. 9:00 AM - 7:00 PM
Thu. 9:00 AM - 7:00 PM
Fri. 9:00 AM - 7:00 PM