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
ChFC®, Series 63, Series 65
Experience Industry experience
40 years
Location
Bedford, VA
Planmember Securities Corporation
Enterprise
Robert Cox is a financial advisor with PlanMember Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Gwn Securities Inc and as part owner and Vice President of Communications at Virginia Retirement Specialists, Inc. since 1988. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process and manages risk-based mutual fund portfolios tailored from conservative to aggressive investment styles.
Based on Planmember Securities Corporation
Based on Planmember Securities Corporation
Up to 0.50% annually of assets invested in the Plan for investment fiduciary services; Up to 0.50% annually of assets invested in the Portfolios (includes 0.025% portfolio unitization fee)
Bedford, VA
Bedford VA
Advisors at this office
1
Virginia
40 years of industry experience
PlanMember Securities Corporation
2024 - Present • 2 years
Carpinteria, CA
Gwn Securities Inc
2010 - 2024 • 14 years
Pam Beach Gardens, FL
Virginia Retirement Specialists, Inc.
1988 - Present • 38 years
Bedford, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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 65
Forest, VA
City Capital Management L.L.C.
John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.
Series 65
Forest, VA
Investment Leadership, LLC
Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.
CFP®, Series 63, Series 65
Forest, VA
Investment Leadership, LLC
Gerard Swienton is a CFP® with 41 years of industry experience, currently serving as a managing partner at Investment Leadership, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He participates in the Finance Council of St. Thomas More Church in Lynchburg, VA. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm employs a mix of fundamental and technical analysis with a macroeconomic overlay to create customized asset allocation strategies and offers both discretionary and non-discretionary account management.
ChFC®, Series 63
Forest, VA
Integrity Financial Advisors, LLC
Michael Koontz is a ChFC® credentialed financial advisor with over 51 years of industry experience. He currently works at Integrity Financial Advisors, LLC and has held prior roles at Jewell Financial Services, Prosperity Wealth Management, and Fortune Financial Services. In addition to his advisory work, he is involved in telemedicine services related to health care insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm utilizes an affiliated investment manager’s ETF-based, model-driven asset allocation strategies to align client risk tolerance with planning goals.
CFP®, Series 65
Forest, VA
Selective Wealth Management, Inc.
Robert Wigfield is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Selective Wealth Management, Inc. since 2020 and previously held roles at BirdDog Group, LLC, Synopsys, Inc., and Liberty University. Selective Wealth Management, Inc. serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.
CFP®, Series 66
Forest, VA
Selective Wealth Management, Inc.
Andrew Neiderer is a CFP® and holds a Series 66 license with ten years of industry experience. He has worked at Selective Wealth Management, Inc. since 2021, following roles at MontVue Capital Management and Lane, Staley & Associates - Ameriprise Financial Services. Selective Wealth Management serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, providing comprehensive wealth management services. The firm emphasizes portfolios built around U.S. stocks, fixed income, and income-producing physical assets, employing fundamental analysis, an approved securities list, and technology tools such as artificial intelligence to support research and client delivery.
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