Richard Pinion, financial advisor Chevy Chase MD

Richard Pinion

CRD Number: 1152816
Current Firm: Pinion Financial Services, LLC

Richard Pinion (CRD# 1152816) is an Investment Advisor Representative working at Pinion Financial Services, LLC in Chevy Chase, MD and has over 36 years of experience in the finance industry. Richard Pinion 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.

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Professional Designations
Company Name Location Dates Years
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Richard L. Pinion
Phone Number: 301-652-4000
Registered State(s):
  • DC
  • FL
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DC, FL, MD, VA

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