Financial Directors

Financial Services • Belmont, Virginia, United States • 1-10 Employees

Company overview

Headquarters	19775 Belmont Executive Plaza, Suite 175, Ashburn, Virginia 20147, US
Phone number	+17034811461
Websites	financial-directors.com lincolninvestment.com
NAICS	52
Keywords	Asset Management, Etc., Life Insurance, LTC
Employees	1-10

Key Contacts at Financial Directors

Riley Kai

Director Of Financial Services

Haley Li

Director Of Financial Planning And Analysis

Juliana Irene

Financial Director

Quincy Wang

Director Of Financial Planning And Analysis

Morgan An

Director Of Financial Services

Archer Li

Director Of Financial Planning And Analysis

About Financial Directors

Financial Directors, LLC is a full-service financial planning consulting firm whose representatives offer 403(b)(7)plans for public schools, hospitals, and non-profit organizations in Maryland and Virginia. We have been working in the 403(b) market for over 25 years, during which our clients have stressed to us a strong desire for diversification. They have told us they are not comfortable putting all of their retirement "eggs in one basket". Our representatives offer a wide variety of investment vehicles through our broker dealer, Lincoln Investment Planning, Inc. (Financial Directors, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business.) Financial Directors' representatives currently offer many mutual funds available through Section 403(b)(7) accounts including load and no-load funds. We also offer variable and fixed annuities. We service four school systems and have over 3000 clients.

Financial Directors revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Employees by Department

Financial Directors has 6 employees across 1 departments.

Departments

Number of employees

Funding Data

Financial Directors has never raised funding before.