Pinion Financial Services, LLC

Pinion Financial Services, LLC (CRD# 118707) is a financial advisory firm headquartered in Chevy Chase, MD. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Pinion Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
Richard L. Pinion
CRD#: 1152816
8401 Connecticut Avenue, Suite 401, Chevy Chase, MD 20815

Richard Pinion (CRD# 1152816) is an Investment Advisor Representative working at Pinion Financial Services, LLC in Chevy Chase, MD and has over 32 years of experience in the finance industry. Richard Pinion 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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