Yohanna Gorfu is a CFP-designated registered investment advisor, based in McLean, VA, with 26 years of industry experience. Yohanna is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7901 Jones Branch Dr., Suite 800, McLean, VA, 22102
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Yohanna is an Investment Advisor Representative (IAR) of Spire Wealth Management.
Employment History
Current Registrations
Spire Securities, LLCBroker
November 2007 - Present · 18 yrs 11 mos
Spire Wealth Management, LLC
December 2001 - Present · 24 yrs 10 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
December 2001 - November 2007 · 5 yrs 11 mos
Lockwood Financial Services, INC.Broker
March 2000 - December 2001 · 1 yr 9 mos
State Registrations13 states
DCDEFLGAINMAMDNCNJNYOKTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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