Icma Retirement Corporation

Icma Retirement Corporation (CRD# 108783) is a financial advisory firm headquartered in Washington, DC. They manage $713,237,766 in 1 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    713
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $713,237,766
Compensation Options
  • A percentage of assets under your management
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
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Icma Retirement Corporation
Showing 11 - 20 of 187 top financial advisors.
11
Shawn R. Baker
CRD#: 2643870
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Shawn Baker (CRD# 2643870) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 25 years of experience in the finance industry.

12
Francis L. Barbieri
CRD#: 4460435
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Francis Barbieri (CRD# 4460435) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 19 years of experience in the finance industry. Francis Barbieri 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.

13
Kathryn L. Berkenpas
CRD#: 4874620
Richmond, VA

Kathryn Berkenpas (CRD# 4874620) is an Investment Advisor Representative working at Icma Retirement Corporation in Richmond, VA and has over 14 years of experience in the finance industry. Kathryn Berkenpas 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.

14
Scott A. Berry
CRD#: 4705377
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Scott Berry (CRD# 4705377) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 17 years of experience in the finance industry.

15
Michael A. Blair
CRD#: 6394485
Westerville, OH

Michael Blair (CRD# 6394485) is an Investment Advisor Representative working at Icma Retirement Corporation in Westerville, OH and has over 6 years of experience in the finance industry.

16
Jason L. Boyd
CRD#: 2765382
Dallas, TX

Jason Boyd (CRD# 2765382) is an Investment Advisor Representative working at Icma Retirement Corporation in Dallas, TX and has over 24 years of experience in the finance industry.

17
Michael K. Brandeberry
CRD#: 4262962
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Michael Brandeberry (CRD# 4262962) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 15 years of experience in the finance industry. Michael Brandeberry 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.

18
Eunice J. Brogdon
CRD#: 1650534
Carrollton, TX

Eunice Brogdon (CRD# 1650534) is an Investment Advisor Representative working at Icma Retirement Corporation in Carrollton, TX and has over 32 years of experience in the finance industry.

19
Shirley A. Brost
CRD#: 4583381
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Shirley Brost (CRD# 4583381) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 18 years of experience in the finance industry.

20
Jeffrey L. Brown
CRD#: 2630649
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Jeffrey Brown (CRD# 2630649) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 25 years of experience in the finance industry. Jeffrey Brown 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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