MM
Michael J. Mclenigan
PROFESSIONAL FINANCIAL SOLUTIONS
FAIRFAX, VA 22030
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CRD#: 2877396
MM
Professional summary
Michael Joseph Mclenigan, CFP® is a registered financial advisor currently at PROFESSIONAL FINANCIAL SOLUTIONS, LLC located in Fairfax, Virginia.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 1 firm and has passed the Series 65 exam.
Biography
Persona Data: Michael McLenigan earned a degree in Finance from Virginia Tech in 1986 and an MBA from Virginia Tech in 1995. He is active in the community primarily in support of his three teenage children. Michael is an active member in his church, is a boy scout leader and a track and cross country coach.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Mclenigan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
May 19, 1997 - Present
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
Office #1: 10517a West Drive, Fairfax, VA 22030RIA
CRD#: 114957
FAIRFAX, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
CRD#: 114957 / SEC#: 801-106802
RIA
Registered Investment Advisory firm - (11/2/2015 Approved)Maryland
Registered Investment Advisory firm - (11/25/2015 Terminated)North Carolina
Registered Investment Advisory firm - (11/30/2015 Terminated)Virginia
Registered Investment Advisory firm - (11/5/2015 Terminated)Washington
Registered Investment Advisory firm - (3/16/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(1/1/1999)
IAR
Virginia(5/19/1997)
Current Firm
PF
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
CRD#: 114957 / SEC#: 801-106802
RIA
Registered Investment Advisory firm - (11/2/2015 Approved)Maryland
Registered Investment Advisory firm - (11/25/2015 Terminated)North Carolina
Registered Investment Advisory firm - (11/30/2015 Terminated)Virginia
Registered Investment Advisory firm - (11/5/2015 Terminated)Washington
Registered Investment Advisory firm - (3/16/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10517a West Drive, Fairfax, VA 22030-8144
Mailing Address
Phone number
(703) 385-0870
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 886 |
| AUM (Assets Under Management) | $ 330,437,326 |
Red Flags
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Company Information
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
CRD#: 114957Fairfax, VA 22030TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
