Direct Phone: 703-313-4894
Direct Fax: 608-236-6663
Located in: Kingstowne, VA
Covers: CO, DC, DE, MD, KY, NJ, NV, PA, TN, VA, WV
Check the background of this investment professional on FINRA BrokerCheck.
Gail is a Registered Representative through LPL Financial. located at Pentagon Federal Credit Union. Gail has more than 30 years of experience in the financial services industry and has a LUTCF professional designation. Gail’s experience and background include retirement planning through the use of IRA accounts and other tax-deferred vehicles. The bulk of her career has been spent working with military and civil service employees to enhance their short and long term financial goals. She regularly does Thrift Savings Plan, 457 and 401(k) Plan transition assistance and focuses on matching the investment vehicle to the member’s tolerance for risk and timeline for investing. She is an active member of the National Association of Insurance and Financial Advisors (NAIFA) in the Northern Virginia area.
Gail is registered to sell securities with LPL financial and holds a life and health insurance license.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.