Annapolitan Investment Group, Inc.

Annapolitan Investment Group, Inc. (CRD# 132539) is a financial advisory firm headquartered in Annapolis, MD. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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.

MD

Financial Advisors at Annapolitan Investment Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Paul P. Evans
CRD#: 4453325
Heritage Harbour Center, 801-11 Compass Way, Annapolis, MD 21401
96
Wealthminder
score

Paul Evans (CRD# 4453325) is an Investment Advisor Representative working at Annapolitan Investment Group, Inc. in Annapolis, MD and has over 14 years of experience in the finance industry. Paul Evans 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
Melissa M. Frawley
CRD#: 2672930
801-11 Compass Way, Annapolis, MD 21401
93
Wealthminder
score

Melissa Frawley (CRD# 2672930) is an Investment Advisor Representative working at Annapolitan Investment Group, Inc. in Annapolis, MD and has over 18 years of experience in the finance industry.

3
Curtis S. Jeffries
CRD#: 1212484
Heritage Harbour Center, 801-11 Compass Way, Annapolis, MD 21401
93
Wealthminder
score

Curtis Jeffries (CRD# 1212484) is an Investment Advisor Representative working at Annapolitan Investment Group, Inc. in Annapolis, MD and has over 32 years of experience in the finance industry.

4
Kevin D. Brady
CRD#: 844782
Heritage Harbour Center, 801-11 Compass Way, Annapolis, MD 21401
83
Wealthminder
score

Kevin Brady (CRD# 844782) is an Investment Advisor Representative working at Annapolitan Investment Group, Inc. in Annapolis, MD and has over 33 years of experience in the finance industry.

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