Financial Positioning System, Inc.

Financial Positioning System, Inc. (CRD# 165756) is a financial advisory firm headquartered in Derwood, MD. They manage $2,800,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.


Financial Advisors at Financial Positioning System, Inc.
Showing 1 - 1 of 1 top financial advisors.
Jean-yves F. Van Halle
CRD#: 5010835
16001 New Bedford Drive, Derwood, MD 20855

Jean-yves Van Halle (CRD# 5010835) is an Investment Advisor Representative working at Financial Positioning System, Inc. in Derwood, MD and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.