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President, Chief Executive Officer, and Chief Compliance Officer · Advisors Financial, Inc.

Joseph M. Van Name

CRD 4801308 · Named on Form ADV at one SEC-registered adviser

At a glance

Advisors Financial, Inc., an SEC-registered wealth manager based in McLean, VA with $321 million in regulatory assets, lists Joseph M. Van Name on its Form ADV as President, Chief Executive Officer, and Chief Compliance Officer, a control person.

Firms and roles

  • Advisors Financial, Inc.President, Chief Executive Officer, and Chief Compliance OfficerWealth manager · McLean, VA · $321M in regulatory assets

AtlasMembers

Joseph’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.