Bill Dubose, Cfp® Email and Phone Number
Bill Dubose, Cfp® work email
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Bill Dubose, Cfp® personal email
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Bill Dubose, Cfp® phone numbers
Financial advisory services offered through Heritage Financial LLC, a Registered Investment Adviser.
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Wealth AdvisorHeritage Financial, Llc Nov 2019 - PresentMclean, Va
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National Council MemberColorectal Cancer Alliance Oct 2017 - PresentWashington D.C. Metro AreaThe Colorectal Cancer Alliance’s mission is to empower a nation of allies who work with us to provide support for patients and families, caregivers, and survivors; to raise awareness of preventative measures; and inspire efforts to fund critical research. -
Board MemberArtsfairfax Jul 2017 - Jun 2023Fairfax, VirginiaThe Arts Council is a 501(c)(3) nonprofit organization incorporated in 1964 as Fairfax County’s designated local arts agency and is funded in part by Fairfax County, corporations, foundations, individuals, the Virginia Commission for the Arts, and the National Endowment for the Arts.The Arts Council is the voice of the arts, dedicated to fostering dynamic and diverse local arts, ensuring that arts thrive by providing vision, leadership, capacity building services, advocacy, funding, education, and information. -
Managing DirectorDistrict Financial Advisors Jan 2014 - Nov 2019Mclean, VaFinancial consulting and wealth management firm with financial professionals that assist individuals and business owners with financial planning; including investment management, insurance products and estate planning.Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact and Personal Information Section above.http://FINRA.org www.SIPC.orgThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.I can only discuss/transact securities business with residents of the states in which I am registered:Virginia, Maryland, Washington, DC, Colorado, Florida, Pennsylvania, South Carolina, and New York. -
Past ChairmanMclean Project For The Arts Oct 2006 - Jul 2017Mclean, VaThe mission of McLean Project for the Arts is to exhibit the work of emerging and established artists from the mid-Atlantic region; to promote public awareness and understanding of the concepts of contemporary art; and to offer instruction and education in the visual arts.
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Financial ConsultantMclean Wealth Strategies Jan 2007 - Jan 2014Mclean, VaFinancial consulting and wealth management firm with financial professionals that assist individuals and business owners with financial planning; including investment management, insurance products and estate planning.Securities offered through LPL FinancialMember FINRA/SIPCwww.FINRA.org www.SIPC.org I can only discuss/transact securities business with residents of the states in which I am registered:Virginia, Maryland, Washington, DC, Colorado, Michigan, Georgia and New York.
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Trustee (Vice President, Treasurer)Mclean Community Foundation May 2005 - May 2008Mclean, Virginia, United StatesThe McLean Community Foundation (MCF) is a 501(c)(3) organization operating exclusively for charitable and educational purposes for the benefit of the residents of the McLean Planning District. These purposes are achieved by providing financial support for local non-profits through MCF’s grant-making process.
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Financial PlannerCapitol Financial Partners Oct 1997 - Jan 2007Vienna, VaFinancial planning firm.
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Chairman Of The BoardGreater Mclean Chamber Of Commerce Jul 2001 - Jun 2003Chamber of commerce serving McLean, Virginia as well as surrounding areas of Falls Church, Great Falls, Tysons Corner, and Vienna.
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Vice PresidentNational Ocean Industries Association Apr 1984 - Feb 1993Washington D.C. Metro AreaTrade association representing the offshore oil and gas exploration and production industry before the Congress and Federal agencies.
Bill Dubose, Cfp® Skills
Bill Dubose, Cfp® Education Details
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Economic Biology -
Natural Resources Development
Frequently Asked Questions about Bill Dubose, Cfp®
What company does Bill Dubose, Cfp® work for?
Bill Dubose, Cfp® works for Colorectal Cancer Alliance
What is Bill Dubose, Cfp®'s role at the current company?
Bill Dubose, Cfp®'s current role is Wealth Advisor at Heritage Financial, LLC.
What is Bill Dubose, Cfp®'s email address?
Bill Dubose, Cfp®'s email address is bi****@****lpl.com
What is Bill Dubose, Cfp®'s direct phone number?
Bill Dubose, Cfp®'s direct phone number is +170395*****
What schools did Bill Dubose, Cfp® attend?
Bill Dubose, Cfp® attended Clemson University, Texas A&m University.
What skills is Bill Dubose, Cfp® known for?
Bill Dubose, Cfp® has skills like Financial Planning, Retirement, Wealth Management, Estate Planning, Insurance, Asset Management, Securities, Retirement Planning, Investments, Investment Advisory, Portfolio Management, Long Term Care.
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