Bethesda Financial Advisors, LLC

Bethesda Financial Advisors, LLC (CRD# 170715) is a financial advisory firm headquartered in Bethesda, MD. They manage $48,747,026 in 203 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8120 Woodmont Avenue Suite 830, Bethesda, MD 20814
http://www.bethesdafinancial.com
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $240,133
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
  • Selection of other advisers (including private fund managers)
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.

DC, MD, TX, VA

Financial Advisors at Bethesda Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Chris Bettencourt, financial advisor Bethesda MD
Chris A. Bettencourt
CRD#: 5710899
8120 Woodmont Avenue Suite 830, Bethesda, MD 20814

Chris Bettencourt (CRD# 5710899) is an Investment Advisor Representative working at Bethesda Financial Advisors, LLC in Bethesda, MD and has 1 year of experience in the finance industry. Chris Bettencourt 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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