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
33 years
Location
Rockville, VA
Vanderbilt Advisory Services
Multi-team
Thomas Kachel Jr. is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Vanderbilt Advisory Services since 2020 and previously spent 21 years with Commonwealth Financial Network and Commonwealth Equity Services. He is a partner and 50% owner of Wealth Management Strategies, LLP, a private Virginia limited liability partnership operating as a branch office in the securities industry. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.
Based on Vanderbilt Advisory Services
Annual Planning Service charged as a flat dollar amount, agreed upon in advance with client
$0 - $249,999: 2.75% $250,000 - $499,999: 2.65% $500,000 - $999,999: 2.50% $1,000,000 - $4,999,999: 2.40% $5,000,000+: 2.40%
Hourly financial planning/consulting fees charged as a flat rate per hour, amount depends on location and experience of Advisor Representative
Account minimum: No minimum asset or income requirements to be a client Minimum fee: Minimum annual management fee is $90.00
Rockville, VA
Rockville VA
Advisors at this office
2
Virginia
33 years of industry experience
Vanderbilt Advisory Services
2020 - Present • 6 years
Woodbury, NY
Vanderbilt Securities, LLC
2020 - Present • 6 years
Woodbury, NY
#Ia Commonwealth Financial Network
1998 - 2019 • 21 years
Rockville, VA
Commonwealth Equity Services, Inc.
1998 - 2019 • 21 years
Rockville, 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate 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.
Verified by Warmer
Series 66
Glen Allen, VA
LPL Enterprise
Daniel Egan is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has been professionally involved as a musician, performing as a trumpet player with several orchestras including the Richmond Symphony Orchestra and the Houston Symphony. He also teaches music at the National Music Festival. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.
Series 65
Glen Allen, VA
Kotini Capital Advisors LLC
Paavan Kotini is the sole advisor at Kotini Capital Advisors LLC in Glen Allen, VA. He holds a Series 65 designation and has industry experience beginning in 2024, with prior roles including five years at CarMax and ongoing involvement in Kotini & Kotini LLC since 2011. Outside of advisory work, he is associated with an insurance company and a virtual family-office entity. Kotini Capital Advisors is an independent firm offering asset management and fee-based financial planning to individuals, high-net-worth clients, trusts, estates, foundations, endowments, corporations, and small businesses. The firm follows an institutional endowment model investment approach with broad diversification and includes alternative and less-liquid investments, implementing strategies through ETFs, mutual funds, separate accounts, and third-party managers.
CFP®, Series 63, Series 65
Glen Allen, VA
Advisor Financial Services, Inc.
David Luck is a CFP® professional with eight years of industry experience and is the sole advisor at Advisor Financial Services, Inc. He has been with the firm since 1995 and concurrently operates Luck & Company CPA PLLC, providing tax and accounting services to individuals and small businesses. Advisor Financial Services, Inc. is an independent SEC-registered investment adviser serving individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses long-term, diversified strategies tailored to client goals and risk tolerance, supported by a technology-driven platform that integrates portfolio management with tax and accounting services.
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Jb Bryan is the principal of J. B. Bryan Financial Group, Inc., an independent advisory firm based in Richmond, VA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Bryan has led his firm since 1995 and is also a licensed insurance agent for life, health, and property and casualty insurance. J. B. Bryan Financial Group serves a limited client roster that includes individuals, high-net-worth clients, trusts, corporate pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning, consulting, portfolio management, and insurance products, delivering non-discretionary advisory services combined with written plans and tailored recommendations.
Series 65
Goochland, VA
Purpose Capital LLC
James Duby is a financial advisor at Purpose Capital LLC in Goochland, VA, holding a Series 65 designation. He has over a decade of industry experience, including thirteen years at Markel Group Inc. and time as an independent advisor before founding Purpose Capital. Purpose Capital LLC offers fee-based fiduciary financial guidance primarily to self-directed investors, including individuals, high-net-worth individuals, couples, and families. The firm focuses on strategic financial planning and education, employing a passive, long-term investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis.
ChFC®, Series 66, Series 65
Richmond, VA
Purpose Driven Wealth Advisors LLC
Stuart Hunsicker is the owner and managing member of Purpose Driven Wealth Advisors LLC in Richmond, VA. He holds the ChFC® designation and Series 65 and 66 licenses, with 11 years of industry experience. Prior to founding Purpose Driven Wealth Advisors in 2025, he operated Purpose Driven Retirement Planners since 2016. Purpose Driven Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth individuals, and business entities, employing both in-house portfolio management and third-party manager referrals.
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