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Joseph Mason Van Name

ADVISORS FINANCIAL, INC.·VIENNA, Virginia
Clean recordADVISORS FINANCIAL, INC.
8391 OLD COURTHOUSE ROAD, VIENNA, VA 22182CRD# 4801308Firm CRD# 144837

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Mason Van Name · VIENNA, VA
Registration
CRD #4801308 · ADVISORS FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Mason Van Name is a registered financial advisor based in VIENNA, Virginia, affiliated with ADVISORS FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ADVISORS FINANCIAL, INC.
ADVISORS FINANCIAL, INC.
AUM
$265M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ADVISORS FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4801308
Firm CRD# 144837
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Mason Van Name offer?
Joseph Mason Van Name specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIENNA, Virginia for a consultation.
What are Joseph Mason Van Name's credentials?
Joseph Mason Van Name is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Mason Van Name located?
Joseph Mason Van Name is based in VIENNA, Virginia, working with ADVISORS FINANCIAL, INC.. Their office serves clients in the VIENNA metropolitan area and surrounding communities.
How does Joseph Mason Van Name charge for services?
Joseph Mason Van Name'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 ADVISORS FINANCIAL, INC.?
ADVISORS FINANCIAL, INC. has approximately 8 employees and manages $265M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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