District Financial Planning
Financial Services • 
Silver Spring, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | 8403 Colesville Rd Suite 1100, Silver Spring, MD 20910, US |
| Phone number | +13015639700 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at District Financial Planning
Jeff Settle
Owner/CERTIFIED FINANCIAL PLANNER(TM) Practitioner
About District Financial Planning
As an independent advisor, Jeff offers personalized advice that works with your assets, your comfort level, and your life circumstance. We believe in responsible and realistic planning and investment. Whether it be navigating college debt or optimizing your 401K, we are here to be your ongoing financial partner. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with District Financial Planning may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
District Financial Planning revenue & valuation
| Annual revenue | $1,593,834 |
| Revenue per employee | $532,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
District Financial Planning has never raised funding before.
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Frequently asked questions
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