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Edward L
Series 63, Series 66
Charlottesville, VA
Private Advisor Group, LLC
Edward Lee is a financial advisor with Private Advisor Group, LLC in Charlottesville, VA. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at LPL Financial, UBS Financial Services, and HSBC Bank USA. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and proprietary investment programs supported by multiple strategists and analytical approaches.
Caroline D
Series 66
Charlottesville, VA
Private Advisor Group, LLC
Caroline Dominguez is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo NA. Dominguez provides administrative support to Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to a range of third-party asset managers and proprietary advisory programs.
John H
Series 63, Series 66
Charlottesville, VA
Private Advisor Group, LLC
John Hamilton is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include service in the United States Navy and Navy Reserve, as well as positions at LPL Financial, BOFA Securities, and Bank of America. He is also involved with The Legacy Foundation. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.
Anthony A
Series 63, Series 65
Charlottesville, VA
Private Advisor Group, LLC
Anthony Arcuri is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2015. Outside of his advisory work, he is a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms to meet client objectives.
Judy E
ChFC®, Series 63
Charlottesville, VA
Private Advisor Group, LLC
Judy Esau is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, with 41 years of industry experience. She has been with Private Advisor Group since 2012 and has also worked with LPL Financial since 2011. Outside of her advisory roles, she is a notary and is involved with Breakthrough Insurance Group, focusing on non-variable insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and collaborating with multiple custodians and platform providers.
Jose L
Series 66
Charlottesville, VA
Private Advisor Group, LLC
Jose Leon Garcia is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, CornerStone Partners, and MUFG Investor Services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.
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