James Ortlip, financial advisor Great Falls VA

James Ortlip

CRD Number: 4174290
Current Firm: Aog Wealth Management

James Ortlip (CRD# 4174290) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 20 years of experience in the finance industry. James Ortlip 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
Kalos Capital, Inc. Alpharetta, GA May 2013 - Current 7
Aog Wealth Management Great Falls, VA Sep 2009 - Current 11
Cetera Advisors LLC Denver, CO Jan 2013 - May 2013 < 1
Multi-financial Securities Corp Denver, CO Dec 2011 - Dec 2012 1
Pacific West Securities, Inc. Renton, WA Jun 2004 - Dec 2011 7
Pacific West Financial Consultants Renton, WA Jun 2004 - Dec 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James T. Ortlip
Phone Number: 703-757-8020
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    233
    MILLIONS
  • Total Number of Accounts
    1,372
    ACCOUNTS
  • Average Account Value
    $169,740
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

CA, DC, FL, LA, MD, NC, PA, TX, VA

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