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199 advisors near
24184
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Todd H
Series 63, Series 65
Roanoke, VA
Equity Services, inc.
Todd Hearp is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Equity Services since 1993 and has maintained an affiliation with National Life since 1989. Hearp is involved in several nonprofit and community activities, including serving on the boards of the American Cancer Society’s Swing for a Cure and the Lanto Griffin Foundation, which supports junior golf. 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 blends long-term investment strategies with options for shorter-term trading and frequently utilizes third-party asset managers and model portfolios.
Derek C
Series 63, Series 66
Roanoke, VA
Equity Services, inc.
Derek Carter is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Roanoke, VA, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Equity Services, National Life Group, and AXA Advisors. Outside of his advisory roles, he is also involved in insurance sales and works as a shuttle driver. Equity Services, Inc. provides financial planning, consulting, and asset management to a broad range of clients, including 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 predominantly long-term strategies with options for discretionary and non-discretionary management.
Roy R
Series 63, Series 65
Roanoke, VA
Equity Services, inc.
Roy Roberson Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Fairway Financial Partners LLC and Equity Services, Inc. since 2012 and has operated Roberson Financial Services since 1999. Outside of his advisory roles, he serves as a boys basketball head coach at Sanderson High School in Raleigh, NC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.
Nicholas A
Series 63, Series 65
Roanoke, VA
Equity Services, inc.
Nicholas Abbate is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with National Life Group, Knights of Columbus Asset Advisors, and served in the United States Air Force. Outside of his advisory work, he is involved as a director of The Abbate Foundation, a charitable organization, and co-owns a YouTube channel 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 utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.
Vincent N
Series 66
Roanoke, VA
Equity Services, inc.
Vincent Nguyen is a financial advisor at Equity Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Equity Services, he held roles at several organizations including OSAIC, Dracoulis Financial Group, and MarketSource Inc. He has also been involved with the Clover Hill High School Choral Boosters. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term investment strategies with options for shorter-term trading and specialized instruments, and it operates both as a broker-dealer and an SEC-registered investment adviser.
Stephen B
Series 63, Series 65
Roanoke, VA
Commonwealth Financial Network
Stephen Berry is a financial advisor with Commonwealth Financial Network in Roanoke, VA. He holds the Series 63 and Series 65 designations and has three years of industry experience. His prior work includes roles at First Trust Advisors L.P., First Trust Portfolios L.P., and several pharmaceutical companies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, and custody and clearing services.
Cory C
Series 65
Roanoke, VA
Equity Services, inc.
Cory Cook is a financial advisor with Equity Services, Inc. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, and National Life Group. Outside of his advisory work, Cook volunteers with the nonprofit organization Trail Life USA Troop VA-0313. 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 combines multiple advisory platforms and third-party asset managers, employing predominantly long-term investment strategies alongside options for shorter-term trading.
Michael T
Series 66
Roanoke, VA
Commonwealth Financial Network
Michael Turk is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and previously worked at Capital One Financial for eleven years. Outside of finance, he is co-owner and vice president of Olde Salem Brewing Co., a brewery located in Salem, VA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios.
William S
Series 66
Roanoke, VA
Equity Services, inc.
William Solan is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise and National Life Group. In addition to his advisory role, Solan is an agent with insurance-related business activities at Cornerstone Advisor Group LLC and King Brokerage of Virginia LLC. 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 utilizing a range of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.
Bobby B
CFP®, Series 63, Series 65
Roanoke, VA
Commonwealth Financial Network
Bobby Blankenship is a CFP®-certified financial advisor with 31 years of industry experience, currently affiliated with Commonwealth Financial Network and Focus One Integrated Financial Planning. His prior experience includes long tenures at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in tax preparation services through Tax Strategies, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides comprehensive back-office support and a range of advisory programs, enabling advisors to offer personalized portfolio management and wealth planning solutions under Commonwealth’s supervision.
Kathleen T
CFP®, Series 66
Roanoke, VA
Equity Services, inc.
Kathleen Tillman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Equity Services, Inc. She has worked at firms including National Life Group, Northwestern Mutual Investment Services LLC, and LPL Financial LLC. Outside of her advisory role, she holds positions related to tax and bookkeeping and serves as treasurer for a nonprofit organization. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms often utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading.
Eugene C
Series 63, Series 66
Roanoke, VA
Equity Services, inc.
Eugene Colligan is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at firms including National Life Group, MML Investors Services, TIAA, and Klaren Capital. Outside of his advisory role, he is a martial arts instructor at The Fighters Garage. Equity Services, Inc., doing business 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 combine predominantly long-term investment strategies with options for shorter-term trading and specialized instruments, operating as both a broker-dealer and SEC-registered investment adviser.
Michael W
Series 63, Series 65
Roanoke, VA
Eagle Strategies (NY Life)
Michael Williams is a financial advisor with Eagle Strategies (NY Life) based in Roanoke, VA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Williams also operates Ascend Financial Strategies, LLC, which brokers New York Life products and non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a substantial majority of its assets on a non-discretionary basis.
John E
CFP®, Series 66
Roanoke, VA
Commonwealth Financial Network
John Edmunds is a CFP® with five years of industry experience, currently affiliated with Commonwealth Financial Network. His prior work includes six years at First Trust Advisors L.P. and First Trust Portfolios L.P. Outside of advisory work, he is the owner of Edmunds Franchise Group, LLC, a holding company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.
John B
CFP®, Series 63, Series 65
Roanoke, VA
Commonwealth Financial Network
John Bradberry is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at several firms including Metlife Securities, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Bradberry is also a co-owner of Sage Creek Planning and Investments, a private advisory entity. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and back-office support. The firm’s platform offers discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.
Christian D
Series 65
Roanoke, VA
Equity Services, inc.
Christian Decesaris is a financial advisor with Equity Services, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Equity Services, Decesaris worked at Cornerstone Advisor Group, National Life Group, and JPMorgan Chase. He is a member of the Young Catholic Professionals Washington D.C. chapter. 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 utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.
Alison E
Series 66
Roanoke, VA
Commonwealth Financial Network
Alison Elliott is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds a Series 66 designation and has worked at firms including Equitable and FocusOne Integrated Financial Planning. Outside of finance, she has experience with Orangetheory Fitness and has been involved with the Elks Lodge #197. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.
Ryan K
Series 66
Roanoke, VA
Integrated Wealth Concepts LLC
Ryan Kerr is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA, holding a Series 66 credential and four years of industry experience. His prior work includes roles at LPL Financial, Market Square Advisors, and a brief tenure at Uber, as well as involvement with the Alzheimer's Association. Integrated Wealth Concepts serves individuals, high-net-worth clients, 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 customized portfolios with a long-term approach and a range of model and wrap options.
Eric V
Series 63, Series 66
Roanoke, VA
OSAIC Institutions, INC.
Eric Van Buskirk Jr. is a financial advisor at Osaic Institutions, Inc. with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Raymond James Financial Services and Wells Fargo. Outside of his advisory work, he owns a storefront business called RRicskEmporium in Vinton, VA. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, employing a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.
David J
Series 63, Series 65
Roanoke, VA
Equity Services, inc.
David Jackson is a financial advisor with Equity Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with both National Life of Vermont and Equity Services since 2001. Outside of his advisory role, Jackson serves as a director for two public golf clubs in South Carolina and is involved in the management of independent life and annuity agencies. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.
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Finding advisors...
199 advisors near
24184
within the area shown on the map
Out of 400,000+ nationwide