Jeffrey Lippman

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

McLean, VA 22102
(703) 8212000x212

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

CRD#

5124838

Name of Broker/Dealer

Capitol Securities Management Inc.

Name of Custodial Firm

Pershing LLC

States Licensed in

Virginia, Maryland, Washington DC, New Jersey

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Businesses, Individual Investors

Services

Investment Types

Annuities, Insurance, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds

I can meet clients in the following ways

At your office, At my office, Via phone

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

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

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

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Assets Managed by Firm

$125,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

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