Overwhelmed by options?
Answer a few questions to see advisors matched to you.
52 advisors near
23434
within the area shown on the map
Out of 400,000+ nationwide
Glenn H
ChFC®, Series 66
Portsmouth, VA
Edward Jones
Glenn Haislip is a financial advisor with Edward Jones in Portsmouth, VA, holding ChFC® and Series 66 designations and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supporting over four million clients and managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.
Andrew R
Series 66
Sufflok, VA
Raymond James Financial
Andrew Rivenbark is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Raymond James and TowneBank since 2008. Outside of his advisory role, he serves on the investment committees of New Creation United Methodist Church and St. Mary's Home, where he holds the position of Secretary/Treasurer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Shandre H
CFP®, Series 66
Suffolk, VA
Edward Jones
Shandre Harasty is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. She holds the Series 66 designation and is based in Suffolk, VA. Outside of her advisory role, she is president of the Christian Women's Business Network of Hampton Roads and a member of the Supplemental Retirement Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.
Amy T
CFP®, Series 66
Suffolk, VA
Edward Jones
Amy Tucker is a CFP® and holds a Series 66 license. She has nine years of industry experience, all with Edward Jones, where she has worked since 2016. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Michael C
Series 63, Series 65
Suffolk, VA
LPL Financial
Michael Chinn is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked at Nationwide and Nationwide Securities, Inc. for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.
Steve K
Series 63, Series 66
Suffolk, VA
OSAIC
Steve Koziol is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors from 2012 to 2025. OSAIC serves a broad range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance questionnaires, and access to third-party money managers across various investment products.
Justin M
Series 63, Series 65
Suffolk, VA
Raymond James Financial
Justin Morris is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 41 years of experience in the industry. He has been with Raymond James since 2016. Outside of his advisory role, he serves as an independent contractor supporting Hampton Roads Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.
Jacquelyn K
Series 66
Suffolk, VA
Raymond James Financial
Jacquelyn King is a Series 66 licensed financial advisor with eight years of industry experience. She is currently affiliated with Raymond James Financial Services Inc. and Hampton Roads Financial LLC in Suffolk, VA, where she also provides administrative support. Prior to this, she worked at Thrivent Financial for five years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm utilizes risk profiling and analytical tools to provide tailored non-discretionary planning and investment consulting.
Kenneth M
Series 65, Series 63
Suffolk, VA
OSAIC
Kenneth Mcgahee II is a financial advisor at OSAIC with three years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining OSAIC, he worked at Securities America Advisors and Securities America, Inc., and before entering the financial industry, he spent seven years with First Team Automotive. Mcgahee is also involved in insurance sales and service through Nansemond River Financial Services. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs diverse investment strategies and platforms, including asset-allocation tools and third-party solutions, to manage portfolios across various asset classes.
Brandon Z
Series 66
Suffolk, VA
Edward Jones
Brandon Zenisek is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at City Wide and was self-employed, in addition to work in the wellness and retail sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.
James S
Series 63, Series 65
Windsor, VA
Primerica Advisors
James Stephenson is a financial advisor with Primerica Advisors in Windsor, VA, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 1987 and operated his own practice, James Russell Stephenson, since 1999. Outside of advisory work, he is a co-owner of MH Holland Farm, committing a small portion of his time monthly. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports trading and custody through BNY Mellon Advisors and Pershing.
Andrew B
Series 63, Series 66
Suffolk, VA
Raymond James Financial
Andrew Bolling is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has been with Raymond James Financial since 2009 and has worked at Towne Bank since 2004. He serves as a board member on the Finance and Audit Committees for Nansemond-Suffolk Academy, a local private school. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through affiliations uncommon among large institutional advisors.
John C
Series 66
Suffolk, VA
Edward Jones
John Crain is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, he spent 18 years at Smith Turf & Irrigation Co., LLC. Outside of advising, he occasionally provides disc jockey services for children’s and social events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Randall C
Series 63, Series 65
Suffolk, VA
Wells Fargo Clearing
Randall Carr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Carr serves as co-trustee for his father's investment-related trust in Windsor, VA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.
Robert M
Series 66
Suffolk, VA
Raymond James Financial
Robert Mcmurran is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 14 years of industry experience. He has worked at Raymond James and Townebank since 2014 and operates Towne Wealth Management. In addition to his advisory role, he is a licensed attorney and the owner of AMR Real Estate Properties, LLC, where he serves as property manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Omunique O
Series 66
Chesapeake, VA
LPL Financial
Omunique Owens is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at ABNB Federal Credit Union, CUSO Financial Services, and Fidelity Investments. Outside the advisory field, she has experience in fitness with Natural Bodyz Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Justin S
Series 66
Suffolk, VA
Edward Jones
Justin Sorensen is a financial advisor at Edward Jones in Suffolk, VA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he is involved in green energy startups and is a co-owner or manager of several small business ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.
Courtney T
Series 66
Suffolk, VA
Edward Jones
Courtney Thompson is a financial advisor at Edward Jones in Suffolk, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2018, Thompson worked in the hospitality and catering industries. 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 and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.
John M
Series 66
Suffolk, VA
Raymond James Financial
John Mckendree Jr. is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 20 years of industry experience. He has worked with Raymond James since 2019 and previously spent three years with Compton Wealth Advisory Group. Outside of his advisory role, he is the owner of Bombolage, LLC, a non-investment-related business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports a range of advisory programs, including notable public finance and SIMPLE IRA employer consulting services.
Kenneth W
Series 63, Series 65
Suffolk, VA
Raymond James Financial
Kenneth Wren Jr. is a financial advisor at Raymond James Financial with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James Financial and TowneBank since 2004. Wren serves as a board member for the Portsmouth Chesapeake Area Foundation, which provides grants to local schools for special needs equipment. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored planning to support client goals and provides specialized municipal and public finance advisory services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
52 advisors near
23434
within the area shown on the map
Out of 400,000+ nationwide