Charitable Foundation Services LLC

Charitable Foundation Services LLC (CRD# 140125) is a financial advisory firm headquartered in , . They manage $1,756,756 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.foundationservicesllc.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,756,756
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA, VA

Financial Advisors at Charitable Foundation Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Geoffrey Parkinson, financial advisor Ashburn VA
Geoffrey M. Parkinson
CRD#: 2180284
Ashburn, VA

Geoffrey Parkinson (CRD# 2180284) is an Investment Advisor Representative working at Charitable Foundation Services LLC in Ashburn, VA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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