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Courtenay Virginia Shipley

RETIREMENT PLANOLOGY, INC.·ALEXANDRIA, Virginia
Unclaimed Profile
950 N WASHINGTON ST, ALEXANDRIA, VA 22314CRD# 4433389Firm CRD# 171302
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About

Courtenay Virginia Shipley is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with RETIREMENT PLANOLOGY, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
RETIREMENT PLANOLOGY, INC.
RETIREMENT PLANOLOGY, INC.
AUM
$192M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RETIREMENT PLANOLOGY, INC. →
Services
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4433389
Firm CRD# 171302
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Courtenay Virginia Shipley offer?
Courtenay Virginia Shipley is a registered financial advisor in ALEXANDRIA, Virginia. Contact their office for details on services offered.
What are Courtenay Virginia Shipley's credentials?
Courtenay Virginia Shipley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Courtenay Virginia Shipley located?
Courtenay Virginia Shipley is based in ALEXANDRIA, Virginia, working with RETIREMENT PLANOLOGY, INC.. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does Courtenay Virginia Shipley charge for services?
Courtenay Virginia Shipley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT PLANOLOGY, INC.?
RETIREMENT PLANOLOGY, INC. has approximately 3 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideRESTON Guide
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