Clearlogic Financial, Inc.

Clearlogic Financial, Inc. (CRD# 133114) is a financial advisory firm headquartered in Reston, VA. They manage $261,219,311 in 793 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    793
    ACCOUNTS
  • Average Account Value
    $329,406
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
  • Pension consulting services
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, NC, TX, VA

Financial Advisors at Clearlogic Financial, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Samuel M. Atherton
CRD#: 4706300
11107 Sunset Hills Road, Suite 220, Reston, VA 20190
96
Wealthminder
score

Samuel Atherton (CRD# 4706300) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 14 years of experience in the finance industry. Samuel Atherton 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
Kevin B. Loser
CRD#: 5504673
11107 Sunset Hills Road, Suite 220, Reston, VA 20190
96
Wealthminder
score

Kevin Loser (CRD# 5504673) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 9 years of experience in the finance industry. Kevin Loser 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.

3
Joel D. Ticknor
CRD#: 1736169
11107 Sunset Hills Road, Suite 220, Reston, VA 20190
96
Wealthminder
score

Joel Ticknor (CRD# 1736169) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 30 years of experience in the finance industry. Joel Ticknor 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.

4
Shawn Steel
CRD#: 6161447
11107 Sunset Hills Road, Suite 220, Reston, VA 20190
93
Wealthminder
score

Shawn Steel (CRD# 6161447) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 4 years of experience in the finance industry. Shawn Steel 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.

5
Lucy R. Robeson
CRD#: 6381497
11107 Sunset Hills Road, Suite 220, Reston, VA 20190
91
Wealthminder
score

Lucy Robeson (CRD# 6381497) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 3 years of experience in the finance industry. Lucy Robeson 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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