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463 advisors near
24014
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Out of 400,000+ nationwide
Larranne W
Series 63, Series 65
Roanoke, VA
Truist Advisory Services
Larranne Wood is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at SunTrust Investment Services since 2017 and has been affiliated with SunTrust Bank since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and consulting supported by AI-enabled research tools and supervisory oversight.
Andrew M
Series 66
Roanoke, VA
Bankers Life Advisory Services, Inc.
Andrew Mc Quillan is a financial advisor with Bankers Life Advisory Services, Inc. in Roanoke, VA. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at SCI, Inc. from 2015 to 2020. In addition to his advisory work, he serves as an insurance agent providing retirement solutions focused on health coverage, final expense planning, and retirement income. Bankers Life Advisory Services, Inc. offers discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio decisions.
Bryan R
Series 63, Series 65
Roanoke, VA
Brookstone Capital Management LLC
Bryan Rich is a financial advisor at Brookstone Capital Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2019. Prior to that, he was with Horter Investment Management and serves as president of Secure Financial Group, Inc., where he consults on insurance, annuities, and precious metals. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering primarily discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts.
Stephanie F
Series 63, Series 66
Roanoke, VA
Commonwealth Financial Network
Stephanie Fralin is a financial advisor with Commonwealth Financial Network in Roanoke, VA, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior work includes roles at Sage Creek Planning and Investments, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, compliance, and practice-management support. The firm offers multiple program structures and model portfolios managed through a disciplined due-diligence process.
Harry H
Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
Harry Hamilton III is a financial advisor at Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Davenport & Company since 1996. Davenport serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that manage strategies across various account types and mutual funds.
Mackenzie A
Series 65
Roanoke, VA
Equity Services, inc.
Mackenzie Abbate is a Series 65-registered financial advisor at Equity Services, Inc. with three years of industry experience. Prior to joining Equity Services, Abbate worked at National Life Group and Knights of Columbus in various advisory and insurance roles. Outside of advisory work, Abbate is involved with The Abbate Foundation as a volunteer member and serves as president of The Millennial Brothers LLC, an organization focused on promoting financial literacy. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that blend long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.
Edward B
Series 63, Series 65
Roanoke, VA
Janney Montgomery Scott
Edward Bartlett is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney and Wells Fargo Advisors. Outside of his advisory role, he serves as a volunteer team manager for VA United FC, coordinating rosters and communications. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.
Joshua G
CFP®, ChFC®, Series 66
Roanoke, VA
Commonwealth Financial Network
Joshua Gallegos is a financial advisor with Commonwealth Financial Network in Roanoke, VA. He holds the CFP®, ChFC®, and Series 66 designations and has eight years of industry experience. His prior roles include positions at FocusOne Integrated Financial Planning, Equitable Advisors, and Ameriprise Financial Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm provides a wide range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.
Harvey A
Series 63
Roanoke, VA
Eagle Strategies (NY Life)
Harvey Allison is a financial advisor with Eagle Strategies (NY Life) based in Roanoke, VA, holding a Series 63 designation and over 26 years of industry experience. He has worked with NYLIFE Securities Inc. and New York Life Insurance Co. since 2004 and has been self-employed since 1979. Outside of his advisory role, he owns and operates a turkey and cattle farm. Eagle Strategies serves a diverse client base, including individual and institutional investors, with financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Robin K
Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
Robin Kahl is a financial advisor with Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Davenport & Company LLC since 1995. Outside of his advisory role, he serves on the Finance Committee at Rainbow Forest Baptist Church, where he reviews church finances. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to construct and monitor investment strategies across various platforms, including separately managed accounts, mutual funds, and ETFs.
Tammy S
Series 66
Roanoke, VA
Janney Montgomery Scott
Tammy Spradlin is a Series 66 licensed financial advisor with 26 years of industry experience. She has worked at Janney Montgomery Scott since 2021, with prior roles at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Mark H
Series 63, Series 65
Roanoke, VA
Hornor, Townsend & Kent, LLC
Mark Hale is a financial advisor with Hornor, Townsend & Kent, LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2010. Outside of advisory work, Hale serves as a youth baseball umpire and participates on the National Advisory Council for Penn Mutual Life Insurance and HTK. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines broker-dealer services with an advisory platform that includes third-party asset manager relationships and offers both discretionary and non-discretionary account options.
Andrew F
Series 63, Series 65
Roanoke, VA
Eagle Strategies (NY Life)
Andrew Fenstermaker is a financial advisor with Eagle Strategies (NY Life) in Roanoke, VA, holding Series 63 and Series 65 licenses with eight years of industry experience. He is also the owner of Solid Rock Financial Partners, LLC, operating to sell New York Life products and broker non-registered insurance products. Outside of his advisory work, Fenstermaker serves as a committee member at Fincastle Baptist Church. Eagle Strategies serves a diverse client base including individual investors, institutional clients, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within the integrated New York Life affiliate structure.
Olivia K
Series 66
Roanoke, VA
Davenport & Company LLC
Olivia Kennedy is a financial advisor at Davenport & Company LLC in Roanoke, VA, holding a Series 66 designation with six years of industry experience. She began her financial services career at Wells Fargo Clearing and previously worked in education for sixteen years at Washington County Virginia Public Schools. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s Investment Advisory division provides separately managed accounts, financial planning, and other advisory programs, supported by portfolio manager teams and a dedicated Manager Research team.
Layton B
Series 66
Roanoke, VA
Bankers Life Advisory Services, Inc.
Layton Bourhill is a Series 66-registered advisor with Bankers Life Advisory Services, Inc., bringing one year of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., Eggleston and Eggleston, LB-Direct, and James Madison University. He is also an insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios and offers both wrap and non-wrap programs.
Michael I
Series 65
Roanoke, VA
Equity Services, inc.
Michael Ives is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 65 designation and has prior experience at National Life Group and Knights of Columbus Asset Advisors. Outside of his advisory work, Ives is involved in several business ventures including ownership of a financial products firm and participation in tax preparation and brokerage activities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.
Jeff M
Series 63, Series 65
Roanoke, VA
Integrated Wealth Concepts LLC
Jeff Macy is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at Level Four Advisory Services and LPL Financial, where he has worked since 2013. Macy is also an agent for non-variable insurance products including health and long-term care coverage. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios primarily constructed using mutual funds, ETFs, individual equities, and fixed income.
Robert B
CFP®, Series 63, Series 65
Roanoke, VA
Davenport & Company LLC
Robert Brailsford is a CFP®-designated financial advisor with Davenport & Company LLC in Roanoke, VA, bringing 40 years of industry experience. He has been with Davenport & Company LLC since 1996. Outside of his advisory role, Brailsford serves as Treasurer for St. John's Episcopal Church and is a member of the Finance Committee for The Society of the Cincinnati of South Carolina. Davenport & Company provides asset management, brokerage, investment banking, and advisory services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm employs dedicated portfolio manager teams and research resources to manage separately managed accounts, mutual funds, ETFs, and unified managed accounts.
John R
Series 63
Roanoke, VA
Janney Montgomery Scott
John Rader Jr. is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds a Series 63 designation and previously worked at Davenport & Company LLC for nine years before joining Janney in 2025. Outside of his advisory role, he is an Electoral Board Member in Fincastle, VA, overseeing local elections. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, and advisory programs, combining in-house and third-party portfolio management.
Tyler R
Series 63, Series 65
Salem, VA
Valic Financial Advisors
Tyler Reburn is a financial advisor with Valic Financial Advisors in Salem, VA, holding Series 63 and Series 65 licenses and having five years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company and is currently also an agent selling non-securities insurance products for AGIA. Additionally, he teaches pickleball lessons through Performance Pickleball ROA. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
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Finding advisors...
463 advisors near
24014
within the area shown on the map
Out of 400,000+ nationwide