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).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DC, FL, MD, VA
Richard Pinion (CRD# 1152816) is an Investment Advisor Representative working at Pinion Financial Services, LLC in Chevy Chase, MD and has over 36 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.
Jiyang Liu (CRD# 6623120) is an Investment Advisor Representative working at Pinion Financial Services, LLC in Chevy Chase, MD and has 1 year of experience in the finance industry.