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FINANCIAL COUNCIL, LLC
FINANCIAL COUNCIL, LLC
TOWSON, Maryland
·
4 registered advisors
·
CRD# 110748
SEC# 801-51360
0
410-821-9200
01
Firm Overview
AUM
$959M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at FINANCIAL COUNCIL, LLC
4 registered advisors
David Raymond Travis
TOWSON, Maryland
CFP
CRD# 2908037
Jeffrey Robert Reynolds
TOWSON, Maryland
CFP
CRD# 5547469
Mark Kimberley Traub
TOWSON, Maryland
CRD# 2285442
William Michael Leeb
TOWSON, Maryland
CFP
CRD# 731563
05
Office Locations
TOWSON, Maryland
4 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL COUNCIL, LLC (CRD# 110748) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.