Bill Dubose, Cfp®

Bill Dubose, Cfp® Email and Phone Number

Wealth Advisor at Heritage Financial, LLC @ Colorectal Cancer Alliance
Bill Dubose, Cfp®'s Location
McLean, Virginia, United States, United States
Bill Dubose, Cfp®'s Contact Details
About Bill Dubose, Cfp®

Financial advisory services offered through Heritage Financial LLC, a Registered Investment Adviser.

Bill Dubose, Cfp®'s Current Company Details
Colorectal Cancer Alliance

Colorectal Cancer Alliance

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Wealth Advisor at Heritage Financial, LLC
Bill Dubose, Cfp® Work Experience Details
  • Heritage Financial, Llc
    Wealth Advisor
    Heritage Financial, Llc Nov 2019 - Present
    Mclean, Va
  • Colorectal Cancer Alliance
    National Council Member
    Colorectal Cancer Alliance Oct 2017 - Present
    Washington D.C. Metro Area
    The 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.
  • Artsfairfax
    Board Member
    Artsfairfax Jul 2017 - Jun 2023
    Fairfax, Virginia
    The 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.
  • District Financial Advisors
    Managing Director
    District Financial Advisors Jan 2014 - Nov 2019
    Mclean, Va
    Financial 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.
  • Mclean Project For The Arts
    Past Chairman
    Mclean Project For The Arts Oct 2006 - Jul 2017
    Mclean, Va
    The 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.
  • Mclean Wealth Strategies
    Financial Consultant
    Mclean Wealth Strategies Jan 2007 - Jan 2014
    Mclean, Va
    Financial 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.
  • Mclean Community Foundation
    Trustee (Vice President, Treasurer)
    Mclean Community Foundation May 2005 - May 2008
    Mclean, Virginia, United States
    The 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.
  • Capitol Financial Partners
    Financial Planner
    Capitol Financial Partners Oct 1997 - Jan 2007
    Vienna, Va
    Financial planning firm.
  • Greater Mclean Chamber Of Commerce
    Chairman Of The Board
    Greater Mclean Chamber Of Commerce Jul 2001 - Jun 2003
    Chamber of commerce serving McLean, Virginia as well as surrounding areas of Falls Church, Great Falls, Tysons Corner, and Vienna.
  • National Ocean Industries Association
    Vice President
    National Ocean Industries Association Apr 1984 - Feb 1993
    Washington D.C. Metro Area
    Trade association representing the offshore oil and gas exploration and production industry before the Congress and Federal agencies.

Bill Dubose, Cfp® Skills

Financial Planning Retirement Wealth Management Estate Planning Insurance Asset Management Securities Retirement Planning Investments Investment Advisory Portfolio Management Long Term Care Strategic Financial Planning Investment Management Financial Planners Long Term Care Financial Advisory Long Term Care Insurance Disability Insurance Life Insurance Small Business

Bill Dubose, Cfp® Education Details

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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