Jeffrey Lippman

from Capitol Financial Consultants, Inc.
SEC regulated
Regulated Investment Advisor
Jeffrey Lippman is a financial advisor based in Virginia, Mclean, with 19 years of experience. Jeffrey currently works for Capitol Financial Consultants, Inc.. Jeffrey maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Lippman works at Capitol Financial Consultants, Inc.
Capitol Financial Consultants, Inc. is a financial advisory firm based in Mclean, Virginia. It currently has approximately $169,174,935 of assets under management and employs about 3 people. Capitol Financial Consultants, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and commissions
Office location
8180 Greensboro Drive, Suite 1150, Mclean, Virginia, 22102

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