Best Investors Account Sign in
Inactive

David Francis

Andersen

Mclean, VA

CRD 7965212

Claim This Profile
Employer firm

Andersen CRD 124205

$6.35B regulatory AUM 43 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Andersen

1861 International Drive Suite 501, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-09-24
  • VA RA
    APPROVED
    Since 2024-09-24

Branch Locations

1861 International Drive Suite 501, 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
Andersen Tax Llc Mclean VA 10/2018 Present
Sullivan Bruyette Speros And Blaney Llc Mclean VA 10/2017 10/2018
Andersen Tax Llc Mclean VA 06/2014 10/2017
  • 10/2018 → Present
    Andersen Tax Llc
    Mclean, VA
  • 10/2017 → 10/2018
    Sullivan Bruyette Speros And Blaney Llc
    Mclean, VA
  • 06/2014 → 10/2017
    Andersen Tax Llc
    Mclean, VA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH

Nearby Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA

More in Mclean, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor