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113 advisors near
22026
within the area shown on the map
Out of 400,000+ nationwide
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.
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.
Michael G
Series 65
Stafford, VA
Brookstone Capital Management LLC
Michael Grady is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has been associated with RMCI Financial Services, LLC since 2016. Outside of advisory roles, he works as an independent insurance agent and is a registered tax preparer during tax season. 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 diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.
Samuel T
Series 63, Series 65
Dumfries, VA
First Command Advisory Services
Samuel Trimble is an advisor with First Command Advisory Services who holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining First Command, he served four years in the United States Marine Corps. Outside of his advisory role, he owns and operates a dog boarding business, Pokey Puppies LLC. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, model-driven approach.
Liam Paul G
Series 63, Series 65
Stafford, VA
First Command Advisory Services
Liam Paul Godbold is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica/WFG and Lytos Technologies. He also serves as an engineer officer in the Virginia National Guard. 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 using a centralized Investment Management Team and Wealth Portfolio Managers to select and manage model portfolios.
Austin C
Series 66
Woodbridge, VA
First Command Advisory Services
Austin Chester is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked at various First Command entities since 2019, as well as at Avalara from 2014 to 2019. Outside of his advisory role, he is the owner of Team Chester LLC, a pass-through entity for First Command commissions. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage portfolios through approved third-party managers and preselected model portfolios.
Andrew G
Series 63, Series 65
Quantico, VA
First Command Advisory Services
Andrew Garlington is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has one year of industry experience, previously serving in various roles at First Command and spending several years in leadership positions within the U.S. Navy, including the Marine Corps Warfighting Laboratory and as Deputy Chief of Naval Operations. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs, offering centralized investment management through dedicated teams and a range of model portfolios built from mutual funds, ETFs, and third-party managers.
Jocinta P
ChFC®, Series 63, Series 66
Dumfries, VA
J. W. Cole Advisors, Inc.
Jocinta Powell is a ChFC® credentialed financial advisor with 29 years of industry experience. She currently works at J.W. Cole Advisors, Inc. and previously held roles at Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory work, she owns and operates several businesses including Zircon Financial Services and a tutoring service, and she is involved in managing various entrepreneurial ventures. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.
William C
CFP®, Series 63, Series 65
Woodbridge, VA
First Command Advisory Services
William Cultice is a CFP® with 30 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with various entities within the First Command organization since 1996. Outside of his advisory role, he is a sole proprietor under his own name. First Command Advisory Services is an SEC-registered investment adviser that focuses on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using centrally managed portfolios and third-party managers selected by an internal Investment Management Team.
Nicholas C
Series 66
Stafford, VA
First Command Advisory Services
Nicholas Cavano is a financial advisor with First Command Advisory Services and holds the Series 66 designation. He has six years of industry experience, including prior roles at BAE Systems and various First Command entities since 2020. Outside of his advisory work, he is the owner of Cavano Consulting LLC. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.
Haelie G
Series 63, Series 65
Bristow, VA
Truist Advisory Services
Haelie Guiney is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Truist and its predecessor firms since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and uses AI-enabled research tools alongside traditional methods to support its investment approach.
Marcus H
Series 63, Series 65
Woodbridge, VA
First Command Advisory Services
Marcus Harrison Sr. is a financial advisor at First Command Advisory Services with one year of industry experience. Prior to joining First Command, he served in various roles including positions at Research Innovations Inc. and several military training and operational centers. First Command Advisory Services, Inc. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Donald B
Series 66
Stafford, VA
First Command Advisory Services
Donald Burklew is a financial advisor with First Command Advisory Services holding a Series 66 designation. He has one year of industry experience with prior roles at First Command Insurance Services and First Command Brokerage Services, as well as experience at MOII and positions related to George Mason University, Mantech, and Mary Washington University. First Command Advisory Services, Inc. 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 featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Miranda C
Series 63, Series 65
Woodbridge, VA
First Command Advisory Services
Miranda Chenoweth is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and two years of industry experience. Prior to her current role, she worked at First Command Insurance Services, Inc. and First Command Brokerage Services, Inc. She serves as Secretary and Treasurer on the board of the Pikes Peak Region Law Enforcement Family Support Group and is the Secondary Treasurer for Boy Scouts of America Troop 0062. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients with particular attention to active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
John T
Series 66
Woodbridge, VA
First Command Advisory Services
John Taylor is a Series 66-licensed financial advisor with First Command Advisory Services, bringing five years of industry experience. Before joining First Command, he worked at DynCorp International and the Department of Defense Office of Inspector General. He serves as the unpaid Finance Director for Woodbridge First Church of the Nazarene, where he oversees financial operations and reporting. 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 various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved investment managers and models.
Steven S
CFP®, Series 63
Woodbridge, VA
OSAIC
Steven Singer is a CFP® professional with 37 years of industry experience. He is currently with OSAIC and previously spent 37 years at Lincoln Financial Advisors Corporation. Singer is also involved in insurance-related activities, offering dental and various life and disability insurance products. OSAIC Wealth serves a wide range of clients including retail investors, retirement plan sponsors, charities, and corporations, delivering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessments and offers multiple investment management options, including discretionary and third-party strategies.
Dywane H
Series 63, Series 65
Springfield, VA
LPL Financial
Dywane Hall is a financial advisor with LPL Financial in Springfield, VA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with LPL Financial since 1985. Hall volunteers as a financial literacy presenter for the Society for Financial Development, focusing on programs for college students at historically Black universities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a combination of proprietary research, third-party subadvisors, and customized strategies.
Matthew G
Series 63, Series 65
Manassas, VA
Primerica Advisors
Matthew Gregory is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has concurrent roles with SBC of VA, Fauquier County Schools, and Soul Purpose Church. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading to BNY Mellon Advisors.
Thienkim T
Series 63, Series 65
Springfield, VA
Primerica Advisors
Thienkim Trinh is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been associated with PFS InvestmentS Inc and Primerica Financial Services since 1997. In addition to advisory work, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors is a large-scale firm serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program primarily based on model-delivery strategies managed by unaffiliated asset managers.
Anne R
Series 66
Fort Washington, MD
Ameriprise
Anne Raghu is a Series 66 credentialed financial advisor with 27 years of industry experience. She has been with Ameriprise since 2005, currently serving at their Fort Washington, MD office. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients nearing or in retirement, focusing on written recommendations and ongoing income planning guided by proprietary research and third-party data.
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Finding advisors...
113 advisors near
22026
within the area shown on the map
Out of 400,000+ nationwide