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Destiny Pipkin

Advisor at Cetera

Updated today

Location

Dahlgren, VA 22448

Credentials

Series 66

Industry experience

3 years

About

Destiny Pipkin is a financial advisor at Cetera with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. Cetera Investment Advisers serves a wide range of clients, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple investment programs and third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

17442 Dahlgren Road

Dahlgren, VA 22448

Most active in

Virginia

Work history

Cetera

2026 - Present (1 year)

Cetera Investment Services Llc

2026 - Present (1 year)

Topside Federal CU

2026 - Present (1 year)

UnEMPLOYED

2025 - 2026 (1 year)

Bank of America, N.A.

2022 - 2025 (3 years)

Merrill

2022 - 2025 (3 years)

WSSC Federal Credit Union

2021 - 2022 (1 year)

Bank of America

2015 - 2021 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Stephen B

CFP®, Series 63, Series 65

King George, VA

King George Capital Mgmt, Inc.

Stephen Brown is a CFP® with 43 years of industry experience. He is president of King George Capital Management, Inc., where he has managed client portfolios since 1996. Prior to this, he worked at Capitol Securities Management starting in 2014. Outside of advisory work, he is involved in developing a family-owned land subdivision. King George Capital Management is a registered investment adviser with two advisors, managing approximately $31 million across around 56 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting for individuals, trusts, estates, and retirement accounts, employing both fundamental and technical analysis alongside active trading strategies.

Wealth management Retired
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Kenneth T

CFP®, Series 65

King George, VA

Brightscape Investment Centers

Kenneth Turner is a CFP® with 18 years of industry experience, currently serving as an advisor at Brightscape Investment Centers since 2007. He previously worked at TMB, Inc. for 11 years. Turner holds the Series 65 designation and is based in King George, VA. Brightscape Investment Centers is a four-advisor team managing approximately $104 million in assets for individual and high-net-worth clients. The firm employs a risk-based, goal-oriented investment approach using index funds, ETFs, and alternative assets, with a focus on non-discretionary management and an ongoing subscription planning service.

Wealth management Passive / index investing ESG / Sustainable investing Private / alternative investments Founder/Business Owner
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David D

Series 63, Series 66

King George, VA

King George Capital Mgmt, Inc.

David Dyer is a financial advisor at King George Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining King George Capital Management, he has worked at Kingsbridge Capital Corp. since 2000. King George Capital Management is a registered investment adviser with two advisors managing approximately $31 million across 56 client relationships. The firm serves individuals, trusts, estates, retirement accounts, and institutional clients, employing both fundamental and technical analysis in portfolio management that includes equities, fixed income, mutual funds, ETFs, options, and variable-product assets.

Wealth management Retired
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Jessica L

CFP®, Series 66

Charlotte Hall, MD

LPL Enterprise

Jessica Light is a CFP® professional with eight years of industry experience, currently serving at LPL Enterprise since 2024. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, Community Bank of the Chesapeake, Infinex Investments, and ISI of Maryland. She also works as an adjunct professor at the College of Southern Maryland and assists clients with Medicare Supplement and Drug Plan purchases through her business, Retirement Light, LLC. LPL Enterprise provides advisory services through a large network of investment adviser representatives, serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Lisa K

Series 66

Charlotte Hall, MD

LPL Enterprise

Lisa Kennedy is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at PRUCO Securities, Thrivent Financial, and Thrivent Investment Management, as well as a period of self-employment. Outside of her advisory work, she serves on the boards of two nonprofits: Harbor Christian Homeschool Group of Calvert County and Voices In Praise, and she is also a notary public. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with a range of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michael M

Series 66

Charlotte Hall, MD

PNC Wealth Management

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