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807 advisors near
22125
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Timothy M
Series 63, Series 65
Woodbridge, VA
First Command Advisory Services
Timothy Malinski is a financial advisor with First Command Advisory Services in Woodbridge, VA, holding Series 63 and Series 65 licenses. He has 14 years of industry experience and has been with First Command Advisory Services since 2015. He is also CEO of Team Malinski LLC, an investment-related entity established for tax purposes. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using centrally managed portfolios and third-party managers selected by an internal Investment Management Team.
Gary S
Series 66
Alexandria, VA
First Command Advisory Services
Gary Sjurset is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning since 2016, alongside a 20-year tenure at ManTech International Corporation. He is also the owner of Sjurset Financial Services, LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios with a combination of mutual funds, ETFs, and third-party managers.
Garrett F
CFP®, Series 63, Series 65
Alexandria, VA
Principal Financial Services
Garrett Ford is a CFP® professional with 25 years of industry experience, currently affiliated with Principal Financial Services. He has held roles at Ford & Associates Wealth Management LLC since 2018 and Principal Securities Inc. since 2016, with prior experience at Principal Life Insurance dating back to 2004. Ford is a co-owner of Ford & Associates Wealth Management LLC, a partnership formalized to manage business operations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.
Douglas C
Series 66
Fairfax, VA
Independent Financial Group, LLC
Douglas Corey is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked previously at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. In addition to his advisory role, Corey is an officer and director of Douglas Corey & Associates, P.C., a CPA firm specializing in tax preparation, accounting, and bookkeeping. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs a mix of passive and active investment strategies tailored to client risk profiles.
David C
Series 63, Series 65
Alexandria, VA
Concurrent Investment Advisors, LLC
David Canham IV is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Spire Investment Partners, Keel Point Capital, Bank of America, Merrill, and Deutsche Bank Securities. Outside of his advisory work, he serves as a director for The Washington Home & Community Hospices, a charitable organization in Washington, DC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a large network of advisors and various sub-advisory and platform integrations.
Hannah C
CFP®
Fairfax, VA
Focus Partners Wealth, LLC
Hannah Collman is a CFP® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC since 2021. Her prior experience includes roles at Kitces.Com and Savant Capital Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Alan B
ChFC®, Series 66
Arlington, VA
First Command Advisory Services
Alan Bisenieks is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds the ChFC® designation and Series 66 license, and has been with First Command advisory and affiliated companies since 2015. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage portfolios from approved managers and model portfolios.
Richard S
Series 66
Fairfax, VA
Eagle Strategies (NY Life)
Richard Suh is an investment advisor with Eagle Strategies (NY Life) in Fairfax, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Eagle Strategies and affiliated entities since 2011. Outside of his advisory role, he serves as the President of CBMC Y Federation, a Christian nonprofit focused on evangelism and discipleship among young business professionals. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, offering a range of program types tailored to client objectives and plan sponsor criteria.
Joanna B
Series 65, Series 63
Alexandria, VA
First Command Advisory Services
Joanna Biernacka Lievestro is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. She previously worked for The Pew Charitable Trusts for eleven years before joining First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and several wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to create and manage model portfolios.
Alexander C
Series 66
Alexandria, VA
Truist Advisory Services
Alexander Canas Barrera is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. He previously worked at Truist Bank for 11 years before joining Truist Advisory Services and Truist Investment Services in 2025. Outside of his advisory role, he manages an Airbnb rental property in El Salvador. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program delivered through a combination of discretionary and non-discretionary arrangements, supplemented by AI-enabled research tools and inter-affiliate service integration.
Kevin B
Series 63, Series 65
Ft. Washington, MD
Empower Advisory Group
Kevin Brown is a financial advisor with Empower Advisory Group in Ft. Washington, MD, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and ICMA Retirement Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach, serving a large client base with a high client-to-advisor ratio.
Michael D
Series 63, Series 65
Alexandria, VA
Janney Montgomery Scott
Michael Dargusch is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Advisory Services and Bb&T Investment Services. Outside of his advisory role, he serves as Committee Chair for BSA Scout Troop 1195 and Venturing Crew 1195 in Manassas, VA, overseeing recruiting, funding, and logistics for the youth group. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory programs utilizing both in-house and third-party portfolio management.
Jinen V
Series 63, Series 66
Woodbridge, VA
Empower Advisory Group
Jinen Viswakula is a financial advisor with Empower Advisory Group in Woodbridge, VA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at MissionSquare Investment Services and SunTrust Advisory Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions within plan lineups selected by sponsors.
Jay B
Series 65, Series 63
Alexandria, VA
Truist Advisory Services
Jay Burmaster Jr. is a financial advisor with Truist Advisory Services holding Series 65 and Series 63 credentials and 29 years of industry experience. His career includes roles at Truist Advisory Services, Truist Investment Services, Bb&T Securities, Scott & Stringfellow, Wells Fargo Clearing, and UBS Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs using discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.
Lyndsie S
Series 65, Series 63
Alexandria, VA
First Command Advisory Services
Lyndsie Slusher is a financial advisor at First Command Advisory Services in Alexandria, VA. She holds Series 63 and Series 65 credentials and has military experience from seven years of service in the U.S. Army. Her work history also includes roles with First Command Insurance Services and First Command Brokerage Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.
Samantha S
Series 65, Series 63
Woodbridge, VA
First Command Advisory Services
Samantha Stidham is a financial advisor with First Command Advisory Services in Woodbridge, VA, holding Series 63 and Series 65 licenses and two years of industry experience. Her background includes service in the US Army from 2016 to 2019 and roles at various First Command entities since 2023. Outside of financial services, she has experience in homemaking and worked at Hampden Optical. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party managers from prescreened lists.
Tu N
Series 63, Series 65
Springfield, VA
Truist Advisory Services
Tu Nguyen is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platform and manager arrangements, and integrates affiliated services including Truist Investment Services and Truist Bank sweep features.
Jeffrey F
ChFC®, Series 66, Series 63, Series 65
Manassas, VA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Jeffrey Fischer is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 18 years of industry experience, including prior roles at Morgan Stanley, NYLife Securities, and Strategic Financial Associates. Fischer operates his own firm, Fischer Financial Services, Inc., alongside his work at United Planners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with both advisory and brokerage services. The firm features a mainly non-discretionary asset management approach and a limited-partnership ownership structure involving many financial professionals.
George M
Series 66
Alexandria, VA
Janney Montgomery Scott
George Michael is a financial advisor at Janney Montgomery Scott LLC with two years of industry experience. He holds the Series 66 designation and has worked at RiverFront Investment Group and ALPS Distributors prior to joining Janney. His work history also includes roles outside finance, such as positions at Elon University and several retail and delivery companies. Janney Montgomery Scott LLC 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, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party portfolio management solutions.
Violette D
Series 63, Series 65
Alexandria, VA
First Command Advisory Services
Violette Depagnier is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 licenses. Outside of her advisory role, she works as a beauty consultant at Palm Beach Tan. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.
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807 advisors near
22125
within the area shown on the map
Out of 400,000+ nationwide