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William Warf

Advisor at Edward Jones

Updated today

Location

Marion, VA 24354-0000

Credentials

Series 66

Industry experience

3 years

About

William Warf is a Series 66-licensed financial advisor with Edward Jones in Marion, VA, and has three years of industry experience. Prior to joining Edward Jones, he worked at Eastman Credit Union for six years and Aldi Inc for two years. He serves as executor for his late father's estate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

819 N Main St

Marion, VA 24354-0000

Most active in

Texas · Virginia

Work history

Edward Jones

2022 - Present (4 years)

Eastman Credit Union

2016 - 2022 (6 years)

Aldi Inc

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John E

Series 65

Marion, VA

Creed Evans Financial Advisory, LLC

John Evans is the sole advisor at Creed Evans Financial Advisory, LLC, holding a Series 65 credential with one year of industry experience. His prior roles include work with Team Rubicon and Athena Consulting, as well as a compensated trustee position for a family trust. Creed Evans Financial Advisory is a newly formed, single-advisor registered investment adviser providing discretionary portfolio management and comprehensive financial planning to a diverse client base, including individuals, trusts, charitable organizations, and corporate entities. The firm employs a blend of passive and active investment strategies with diversified asset allocation and offers fee-for-service consultation options.

Wealth management Tax-loss harvesting Active portfolio management Passive / index investing Retirement withdrawal strategies
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Marion F

Series 65

Marion, VA

Capital Advisor Network

Marion Fleshman is a financial advisor at Capital Advisor Network with six years of industry experience. She holds the Series 65 designation and has worked at Capital Advisor Network since 2019. In addition to her advisory role, she serves as a bookkeeper for the Rye Valley Water Authority and is a 5% owner of Duchess Dairy Products. Capital Advisor Network is a six-advisor team providing investment management, financial planning, and retirement plan advisory services to individuals, institutions, and other entities. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, utilizing a range of investment vehicles and technology tools to support portfolio monitoring and reporting.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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William E

Series 63, Series 65, Series 66

Marion, VA

Capital Advisor Network

William Evans is a financial advisor with Capital Advisor Network who holds Series 63, 65, and 66 licenses and has 15 years of industry experience. His prior work includes positions at Center Street Securities and Brookstone Capital Management, and he has operated Evans Financial since 2010. Outside of advising, he owns Granite 401k Advisors, providing administrative and consulting services for employer-sponsored retirement plans, and is involved with Appalachian Strategy Group, a consulting firm focused on AI-driven information management and tax equity planning. Capital Advisor Network is a six-advisor team offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, institutions, and other entities. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, integrating third-party money managers and technology tools to monitor and manage approximately $99.5 million in client assets.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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William J

Series 63, Series 65

Marion, VA

Capital Advisor Network

William Johnson is a financial advisor at Capital Advisor Network with Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Shirleys Market for over two decades. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in client assets, serving individuals, institutions, charitable organizations, government entities, and trusts. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, integrating third-party money managers and technology tools to support portfolio management and financial planning.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Lori R

Series 66

Marion, VA

Davenport & Company LLC

Lori Ringley is a financial advisor at Davenport & Company LLC with a Series 66 designation and two years of experience at the firm. Her prior work history includes roles at Teleperformance, Utility Trailer Manufacturing, The Chamber of Commerce of Smyth County Virginia, and Suburban Christian Church. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and tailored strategies.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
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Thomas G

Series 63, Series 65

Marion, VA

Davenport & Company LLC

Thomas Graham is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He worked at Edward D. Jones & Co. for 29 years before joining Davenport in 2023. Outside of his advisory role, Graham is involved in local community activities, including serving as a lay delegate and committee member at First United Methodist Church in Marion, VA, and participates in historic building renovation projects. Davenport & Company LLC is a privately held, employee-owned firm that offers investment management and brokerage services to individual and institutional clients. The firm employs a team-based investment approach with a range of strategies and services, including asset management, financial planning, and public finance, serving a broad client base through tailored discretionary programs.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
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