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 66
Experience Industry experience
9 years
Location
Richland, VA 24641
Cambridge Investment Research Advisors
Institution
William Pennington is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. Prior to joining Cambridge in 2023, he worked at Edward Jones for six years and spent 15 years at Centurylink. He serves on the board of Downtown Wytheville Inc. and is involved with charitable organizations including the Wytheville Ruritans and Lions Club, as well as Wytheville Volunteer Action Committee (WYVAC). Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using proprietary and third-party strategies with both discretionary and non-discretionary implementation options.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Richland, VA
315 Railroad Ave.
Richland VA 24641
Advisors at this office
1
Virginia · West Virginia
9 years of industry experience
Cambridge Investment Research Advisors
2023 - Present • 3 years
Fairfield, IA
Cambridge Investment Research, Inc.
2023 - Present • 3 years
Fairfield, IA
Edward Jones
2017 - 2023 • 6 years
St Louis, MO
Centurylink
2002 - 2017 • 15 years
Wytheville, 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.
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.
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.
Series 63, Series 65, Series 66
Richlands, VA
Vistafront Partners Inc
John Schweingrouber is a financial advisor at VistaFront Partners Inc with 10 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining VistaFront Partners in 2019, he worked at Virginia Financial Innovation Corporation and has also been self-employed since 2004. Outside of advising, he writes and attempts to sell novels online. VistaFront Partners provides discretionary portfolio management primarily for individual clients, trusts, and business owners. The firm uses a combination of fundamental and technical analysis, generally following a long-term buy-and-hold strategy across various asset types, managing a modest asset base with a small client roster.
Series 66
Richlands, VA
Fortress Private Ledger, LLC
Earl Butcher is a financial advisor with Fortress Private Ledger, LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at TruPoint Bank for 16 years. Outside of his advisory role, Mr. Butcher sells fixed life and annuity insurance through his separate business, Hometown Retirement Strategies. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities with financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs model-driven investment strategies combining technical and fundamental analysis and offers both discretionary and non-discretionary programs.
Series 63, Series 65
Cedar Bluff, VA
LPL Financial
Steven Davis is a financial advisor with LPL Financial in Cedar Bluff, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Securities America Advisors and Valic, with two decades at the latter. Davis is also licensed as an insurance agent selling term and whole life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Series 63, Series 65
Cedar Bluff, VA
LPL Financial
Jonah Davis is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2024 and previously held positions at Securities America Advisors, Securities America, Inc., South Guard Advisors, and Phaidon International. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.
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