Investment Advisor Directory

Investment Advisor: Halpern Financial, Inc

Company: Halpern Financial, Inc
Contact: Ted Halpern

401 North Washington Street, Suite 920
Rockville, Maryland, 20850

Phone: (240) 268-1000
Fax: (240) 268-6906
Website: http://www.halpernfinancial.com

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Halpern Financial, Inc. is a fee-only, independent Registered Investment Advisory firm, founded with the objective of guiding our clients towards personal and financial success in an unbiased and transparent manner. We adhere to a disciplined investment m

Serves Counties: Baltimore (MD), Baltimore city (MD), Frederick (MD), Howard (MD), Montgomery (MD), Prince georges (MD), Alexandria city (VA), Arlington (VA), Fairfax (VA), Fairfax city (VA), Falls church city (VA), Fauquier (VA), Frederick (VA), Fredericksburg city (VA), Loudoun (VA), Manassas city (VA), Manassas park city (VA), Prince edward (VA), Prince george (VA), Prince william (VA), Stafford (VA), District of columbia (DC), Baltimore (MD), Baltimore city (MD), Frederick (MD), Howard (MD), Montgomery (MD), Prince georges (MD), Alexandria city (VA), Arlington (VA), Fairfax (VA), Fairfax city (VA), Falls church city (VA), Fauquier (VA), Frederick (VA), Fredericksburg city (VA), Loudoun (VA), Manassas city (VA), Manassas park city (VA), Prince edward (VA), Prince george (VA), Prince william (VA), Stafford (VA)

License #: 801-57444
Licensed to sell Insurance Products:No
Licensed to sell securities:Yes

Financial Advisor Experience: 15-20 Years


Designations: An SEC Registered Investment Advisor, a NAPFA-Registered Financial Adv

Products:
Reits
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)



Minimal Assest: $1,000,000

License Type:

Insurance Type:

Disclosure:


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