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Gordon Walford Daisley

Advisors Financial, Inc.

Mclean, VA

CRD 7952156

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Employer firm

Advisors Financial, Inc. CRD 144837

$321M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Advisors Financial, Inc.

8201 Greensboro Drive Suite 415, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-08-08
  • VA RA
    APPROVED
    Since 2024-08-08

Branch Locations

8201 Greensboro Drive Suite 415, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advisors Financial, Inc. Vienna VA 01/2024 Present
Fairfax Water Fairfax VA 09/2007 01/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-13
  • S65 Uniform Investment Adviser Law Examination
    2024-06-13

View on SEC IAPD

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