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78 advisors near
24401
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Out of 400,000+ nationwide
Elizabeth N
Series 63, Series 66
Staunton, VA
Davenport & Company LLC
Elizabeth Nye is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow, Inc. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers a range of advisory programs and manages multiple mutual funds and fixed-income strategies through dedicated portfolio teams and an Investment Policy Committee.
Ashley F
Series 65
Staunton, VA
Newedge Advisors
Ashley Ferguson is a Series 65-licensed financial advisor with NewEdge Advisors, LLC, and has one year of industry experience. Prior to joining NewEdge, Ferguson held roles at Middlebrook Wealth and Frederick County Wealth, and worked for Wake County Government. Outside of advising, Ferguson is involved in managing a real estate business as an owner and landlord in Strasburg, VA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.
Alicia M
Series 66
Staunton, VA
Davenport & Company LLC
Alicia Mcanney is a financial advisor at Davenport & Company LLC, holding a Series 66 designation. She began her career in 2019 and has held positions at Truist BANK and Truist Investment Services before joining Davenport. Davenport & Company serves individual and institutional clients, including banks, pension plans, and nonprofits, providing asset management, brokerage, fixed income, and advisory services. The firm’s investment approach includes separately managed accounts, model portfolios, and mutual fund management, supported by dedicated portfolio teams and research.
Henry S
Series 63, Series 65
Staunton, VA
Davenport & Company LLC
Henry Shipplett Jr. is a financial advisor at Davenport & Company LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Truist Advisory Services and Scott & Stringfellow, Inc. He serves as a trustee for the Staunton Augusta YMCA Endowment Fund. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages a range of investment strategies through dedicated teams and provides advisory programs including separately managed accounts and mutual funds.
Shreve R
Series 66
Staunton, VA
Davenport & Company LLC
Shreve Rohle is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2015. Outside of his advisory role, Rohle serves as a board member of the HSC Gridiron Club, which supports Hampden-Sydney College's football program through recruiting and fundraising efforts. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, and advisory services. The firm provides separately managed accounts, financial planning, and investment programs, and manages several mutual funds and fixed-income strategies through a combination of portfolio teams, research, and an Investment Policy Committee.
Mary P
Series 66
Staunton, VA
Davenport & Company LLC
Mary Pritt is a financial advisor at Davenport & Company LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services and Augusta County Public School. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers a range of advisory programs and manages multiple mutual funds and bond strategies through dedicated portfolio teams and research.
William S
CFP®, Series 66
Staunton, VA
Davenport & Company LLC
William Sowers III is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. Prior to joining Davenport, he held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he serves as Board President of The Field School and is a member of the finance committee and board of directors for the Frontier Culture Museum Foundation. Davenport & Company LLC provides asset management, brokerage, and advisory services to individual and institutional clients, utilizing dedicated portfolio teams and a comprehensive investment platform that includes mutual funds and fixed-income strategies.
Larry S
Series 63, Series 65
Greenville, VA
OSAIC Institutions, INC.
Larry Straley Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and 65 credentials and 39 years of industry experience. He has worked at Infinex Investments, Inc. since 2008 and previously at Bi Investments, LLC from 2004 to 2008. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a range of clients including high-net-worth individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a focus on supervision and third-party management arrangements.
Donald B
Series 66
Staunton, VA
Davenport & Company LLC
Donald Benner is a financial advisor at Davenport & Company LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Advisory Services. Benner is also president of Benfield Farms, Inc., a family-operated cattle and hay farm. Davenport & Company serves individual and institutional clients with asset management, brokerage, fixed income, and advisory services, offering a range of investment programs and managing multiple mutual funds and fixed-income strategies.
John C
Series 66
Staunton, VA
Edward Jones
John Childress is a financial advisor at Edward Jones in Staunton, VA, holding a Series 66 designation with 17 years of industry experience, all of which have been with Edward Jones since 2009. Outside of his advisory role, he is a 25% owner of CWP Holdings LLC, an LLC formed with family members to purchase family land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors. The firm offers both discretionary and non-discretionary strategies, affiliated mutual funds, and operates under a fiduciary standard.
Michael S
CFP®, Series 66
Staunton, VA
Edward Jones
Michael Swinson is a CFP® and Series 66-registered financial advisor with Edward Jones in Staunton, VA, where he has worked for 10 years since 2016. He serves as a 1st Counselor in the bishopric of The Church of Jesus Christ of Latter-day Saints in Waynesboro, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.
Jeffrey F
CFP®, Series 66
Fishersville, VA
Edward Jones
Jeffrey Furman is a CFP® and Series 66 registered financial advisor with Edward Jones in Fishersville, VA, where he has worked for 11 years. His experience is entirely with Edward Jones. Outside of his advisory role, he owns a rental property in Bridgewater, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide array of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.
Garland D
Series 66
Staunton, VA
Raymond James Financial
Garland Davis II is a financial advisor with Raymond James Financial, holding a Series 66 credential and 20 years of industry experience. He has worked at Raymond James since 2017 and previously spent six years with Wells Fargo Advisors Financial Network. Outside of his advisory role, he is the owner of Willow Springs Farm in Virginia and serves as the Investment Committee Chair for the Virginia Elks Association. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.
John S
ChFC®, Series 63, Series 65
Waynesboro, VA
Cetera
John Showalter is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including over two decades at Concourse Financial Group Securities Inc. Outside of his advisory role, he is involved in real estate business activities through ownership and management of rental properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services supported by a multi-manager platform and a large nationwide network of independent advisors.
Joel E
Series 66
Waynesboro, VA
LPL Financial
Joel Elmore is a financial advisor with LPL Financial based in Waynesboro, VA. He holds a Series 66 designation and has two years of industry experience, including prior roles at Positioning Universal Inc and Mission Secure Inc. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, with support from in-house and third-party research.
Matthew K
Series 63, Series 65
Waynesboro, VA
Wells Fargo Clearing
Matthew Kurz is a financial advisor with Wells Fargo Clearing in Waynesboro, VA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Outside of his advisory role, he is involved in property management activities through ownership and coordination of several rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions, supporting clients through diversified investment offerings and additional financial products from affiliated entities.
Adam P
Series 63, Series 65
Weyers Cave, VA
OSAIC
Adam Powell is a financial advisor with OSAIC in Weyers Cave, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked with Securities America Advisors and SECURITIES AMERICA, inc. for eight years. Outside of his advisory role, he serves as Treasurer and a Finance Committee member for Staunton Alliance Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to manage a range of investment vehicles on both discretionary and non-discretionary bases.
David E
CFP®, Series 63, Series 65
Waynesboro, VA
LPL Financial
David Elmore is a CFP® professional affiliated with LPL Financial in Waynesboro, Virginia, with 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with the Elmore Foundation, a nonprofit organization that raises and distributes funds for business education for indigent people globally, and he holds ownership in a local restaurant, Mission Coffee, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party providers.
Nicholas D
Series 66
Fishersville, VA
Fidelity
Nicholas Decker is a financial advisor at Fidelity with nine years of industry experience. His prior roles include positions at Charles Schwab Bank, Ameriprise Financial Services, LPL Financial, and Merrill. He holds the Series 66 designation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a process that combines fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.
Zachary H
ChFC®, Series 66, Series 63
Waynesboro, VA
Cetera
Zachary Hatter is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses. He has three years of industry experience and has worked at several firms, including Concourse Financial Group Securities Inc and Weaver Insurance & Financial Advisors, where he also serves as a financial adviser. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and employs multiple program structures with discretionary and non-discretionary management options.
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Finding advisors...
78 advisors near
24401
within the area shown on the map
Out of 400,000+ nationwide