Professional Financial Solutions, LLC

Professional Financial Solutions, LLC (CRD# 114957) is a financial advisory firm headquartered in Fairfax, VA. They manage $228,714,756 in 846 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
10517a West Drive, Fairfax, VA 22030
http://www.profinancialsolutions.com
By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    846
    ACCOUNTS
  • Average Account Value
    $270,348
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, FL, MD, MT, NC, NY, SC, TX, VA, WA

Financial Advisors at Professional Financial Solutions, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert Copeland, financial advisor Fairfax VA
Robert E. Copeland
CRD#: 4694898
10517a West Drive, Fairfax, VA 22030

Robert Copeland (CRD# 4694898) is an Investment Advisor Representative working at Professional Financial Solutions, LLC in Fairfax, VA and has over 10 years of experience in the finance industry. Robert Copeland 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.

2
Andrew Crowe, financial advisor Fairfax VA
Andrew W. Crowe
CRD#: 6755170
10517a West Drive, Fairfax, VA 22030

Andrew Crowe (CRD# 6755170) is an Investment Advisor Representative working at Professional Financial Solutions, LLC in Fairfax, VA and has over 6 years of experience in the finance industry.

3
Michael McLenigan, financial advisor Fairfax VA
Michael J. McLenigan
CRD#: 2877396
10517a West Drive, Fairfax, VA 22030

Michael McLenigan (CRD# 2877396) is an Investment Advisor Representative working at Professional Financial Solutions, LLC in Fairfax, VA and has over 26 years of experience in the finance industry. Michael McLenigan 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.

4
Renee Sewall, financial advisor Fairfax VA
Renee G. Sewall
CRD#: 6389568
10517a West Drive, Fairfax, VA 22030

Renee Sewall (CRD# 6389568) is an Investment Advisor Representative working at Professional Financial Solutions, LLC in Fairfax, VA and has over 8 years of experience in the finance industry.

5
Jennifer Denner, financial advisor Fairfax VA
Jennifer H. Denner
CRD#: 7318410
10517a West Drive, Fairfax, VA 22030

Jennifer Denner (CRD# 7318410) is an Investment Advisor Representative working at Professional Financial Solutions, LLC in Fairfax, VA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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