Motley Fool Wealth Management, LLC
Motley Fool Wealth Management, LLC (CRD# 165689) is a financial advisory firm headquartered in Alexandria, VA. They manage $2,368,187,728 in 3,199 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management2,368MILLION
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Total Number of Accounts3,199ACCOUNTS
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Average Account Value$740,290
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Megan Brinsfield (CRD# 5987756) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has 1 year of experience in the finance industry. Megan Brinsfield 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.
Nicholas Crow (CRD# 6280566) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Lakewood, CO and has 17 years of experience in the finance industry.
John Freemire (CRD# 6456147) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Denver, CO and has over 6 years of experience in the finance industry.
Jennifer Goodwin (CRD# 5538956) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 6 years of experience in the finance industry.
Maxwell Hacker (CRD# 5799031) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 11 years of experience in the finance industry. Maxwell Hacker 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.
Khwan Hathai (CRD# 6670247) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Denver, CO and has over 5 years of experience in the finance industry. Khwan Hathai 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.
Michael Hunter (CRD# 6124715) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Denver, CO and has over 9 years of experience in the finance industry.
William Jenney (CRD# 5969994) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 4 years of experience in the finance industry.
Michelle Leichtner (CRD# 4661731) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Denver, CO and has over 4 years of experience in the finance industry.
Hali London (CRD# 2514735) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 27 years of experience in the finance industry. Hali London 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.