BBB Accredited Business Profile

Certa Advisors LLC

Certa Advisors LLC

(301) 798-5250

Certa Advisors LLC

3 years in business
135 W Patrick St
Suite 200
Frederick, MD 21701-5532
Fax Numbers
  • (301) 798-5580
Additional Phone Numbers
  • (302) 426-2150
Additional Email Addresses
  • frederick@certaadvisors.com
  • wilmington@certaadvisors.com
BBB File Opened: 04/26/2017
Business Started: 12/01/2014
Business Started Locally: 12/01/2014
Business Incorporated: 12/01/2016 in MD
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Christopher Rhoads, Partner
  • Mr. Jamiyl Shareef, Partner
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Insurance Agency
  • Investment Advisory Services

Products & Services
This business provides financial planning services.
Service Area
Serving the Washington, D.C. / Baltimore / Philadelphia / Wilmington areas
Alternate Business Names
  • Certa Advisors
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 2095613 for this business, issued by Maryland Insurance Administration

    Maryland Insurance Administration
    525 St Paul St, Baltimore, MD 21202-2213
    http://www.mdinsurance.state.md.us
    Phone Number:  (410) 4682000
    Fax Number:   (410) 4682020
    miaweb@mdinsurance.state.md.us

  • BBB records show a license number of 3000082290 for this business, issued by Maryland Insurance Administration

    Maryland Insurance Administration
    525 St Paul St, Baltimore, MD 21202-2213
    http://www.mdinsurance.state.md.us
    Phone Number:  (410) 4682000
    Fax Number:   (410) 4682020
    miaweb@mdinsurance.state.md.us

  • BBB records show a license number of 100011780 for this business, issued by Maryland Insurance Administration

    Maryland Insurance Administration
    525 St Paul St, Baltimore, MD 21202-2213
    http://www.mdinsurance.state.md.us
    Phone Number:  (410) 4682000
    Fax Number:   (410) 4682020
    miaweb@mdinsurance.state.md.us

Number of Employees: 
7
BBB accredited business

A+

Overview

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Mon: 09:00 AM to 06:00 PM
Tue: 09:00 AM to 06:00 PM
Wed: 09:00 AM to 06:00 PM
Thu: 09:00 AM to 06:00 PM
Fri: 09:00 AM to 06:00 PM
Sat: Closed
Sun: Closed
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Certa Advisors LLC

Certa Advisors LLC

BBB ACCREDITATION SINCE 05/26/2017

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