Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
25 years
Location
Blackstone, VA 23824
Twin Rivers Advisors, LLC
Supported
Total advisors
2Clients per advisor
13 Very LowAvg AUM per client
$596,141 LowHNW client ratio
40% HighHunter Irby is a financial advisor with Twin Rivers Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Tone Capital, LLC from 2016 to 2020. Outside of advising, he manages a family farm rental property. Twin Rivers Advisors provides discretionary investment management and financial planning consulting to individuals, high-net-worth clients, and business entities. The firm employs a goal-driven, tailored approach using technical, fundamental, and quantitative analysis, managing portfolios through the AssetMark platform with a small advisory team serving around 25 clients.
Based on Twin Rivers Advisors, LLC
Up to 2% annually, billed quarterly in advance, negotiable
Blackstone, VA
101 E Broad Street
Blackstone VA 23824
Advisors at this office
2
Virginia
25 years of industry experience
Twin Rivers Advisors, LLC
2020 - Present • 6 years
Richmond, VA
Tone Capital, LLC
2016 - 2020 • 4 years
Richmond, VA
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Blackstone, VA
Twin Rivers Advisors, LLC
Benjamin Bretz is a financial advisor at Twin Rivers Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Twin Rivers Advisors since 2022. Prior to that, he worked in various roles at BB Tools, Toolman Hobbs, and Coldwell Bankers Avenue. Twin Rivers Advisors provides discretionary investment management and financial planning consulting primarily to individuals, high-net-worth clients, and business entities. The firm employs a goal-driven, tailored investment approach using a combination of technical, fundamental, and quantitative analysis, managing portfolios through the AssetMark platform.
Series 63, Series 65
Victoria, VA
Cambridge Investment Research Advisors
Darla Pellersels is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and has prior experience with Ameritas Investment Corp., CCF Investments, Prosperity Financial Associates, and Capital Choice Financial Services. Outside of her advisory role, she is president of Prosperity Financial Associates and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party model strategies.
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