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Joseph Mason Van Name

ADVISORS FINANCIAL, INC.·VIENNA, Virginia
SIE, Series 7, Series 24, Series 63CFPClean record19 years registeredADVISORS 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. · 19 years registered
Brand Profile
Not yet started
01

Career History

ADVISORS FINANCIAL, INC.
Dec 2011 – present
ADVISORS FINANCIAL, INC.
Jun 2007 – Dec 2007
FALLS CHURCH, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · June 27, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADVISORS FINANCIAL, INC.
CRD 144837 · SEC 801-80263
AUM
$265M
Regulatory assets under management
Employees
8
690 client accounts
Services offered by ADVISORS FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADVISORS FINANCIAL, INC. →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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