Folio Research, LLC

Folio Research, LLC (CRD# 164058) is a financial advisory firm headquartered in Mclean, VA. 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
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Other
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.

VA

Financial Advisors at Folio Research, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher J. Cook
CRD#: 2800929
8180 Greensboro Drive, 8th Floor, Mclean, VA 22102
93
Wealthminder
score

Christopher Cook (CRD# 2800929) is an Investment Advisor Representative working at Folio Research, LLC in Mclean, VA and has over 11 years of experience in the finance industry.

2
Patrick S. Berger
CRD#: 6103757
8180 Greensboro Drive, 8th Floor, Mclean, VA 22102
90
Wealthminder
score

Patrick Berger (CRD# 6103757) is an Investment Advisor Representative working at Folio Research, LLC in Mclean, VA and has over 5 years of experience in the finance industry.

3
Jiayang Yu
CRD#: 6104725
8180 Greensboro Drive, 8th Floor, Mclean, VA 22102
90
Wealthminder
score

Jiayang Yu (CRD# 6104725) is an Investment Advisor Representative working at Folio Research, LLC in Mclean, VA and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.