Icma Retirement Corporation

Icma Retirement Corporation (CRD# 108783) is a financial advisory firm headquartered in Washington, DC. They manage $2,506,042,249 in 2 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,506
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $1,253,021,125
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Icma Retirement Corporation
Showing 1 - 10 of 102 top financial advisors.
1
Penelope J. Abbott
CRD#: 1689316
Washington, DC 20002

Penelope Abbott (CRD# 1689316) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 32 years of experience in the finance industry.

2
Debra J. Adair
CRD#: 2768770
Washington, DC 20002

Debra Adair (CRD# 2768770) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 8 years of experience in the finance industry.

3
Cengiz M. Akyol
CRD#: 4584292
Washington, DC 20002

Cengiz Akyol (CRD# 4584292) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 16 years of experience in the finance industry.

4
Gabriel A. Alba
CRD#: 3047451
Washington, DC 20002

Gabriel Alba (CRD# 3047451) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 15 years of experience in the finance industry.

5
Patricia Arredondo-Chavez
CRD#: 5143427
Washington, DC 20002

Patricia Arredondo-Chavez (CRD# 5143427) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 13 years of experience in the finance industry.

6
Jason P. Ashline
CRD#: 4747214
Washington, DC 20002

Jason Ashline (CRD# 4747214) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 10 years of experience in the finance industry.

7
Shawn R. Baker
CRD#: 2643870
Washington, DC 20002

Shawn Baker (CRD# 2643870) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 23 years of experience in the finance industry.

8
Keith A. Beasley
CRD#: 5272802
Washington, DC 20002

Keith Beasley (CRD# 5272802) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 3 years of experience in the finance industry.

9
Kathryn L. Berkenpas
CRD#: 4874620
Washington, DC 20002

Kathryn Berkenpas (CRD# 4874620) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 13 years of experience in the finance industry. Kathryn Berkenpas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Scott A. Berry
CRD#: 4705377
Washington, DC 20002

Scott Berry (CRD# 4705377) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 15 years of experience in the finance industry.

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