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174 advisors near
22025
within the area shown on the map
Out of 400,000+ nationwide
Patrick L
Series 66
Manassas, VA
Ameriprise
Patrick Langdon is a financial advisor with Ameriprise in Bristow, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Langdon serves as Vice President on the Board of Directors for the Braemar Blasters Swim Team. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Thavanh X
Series 66
Fort Belvoir, VA
LPL Financial
Thavanh Xayarath is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Verizon Wireless for six years and serves in the Indiana Army National Guard. His outside business activities include ongoing service with the National Guard Bureau. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily by its network of investment adviser representatives.
Justin Q
Series 66
Nokesville, VA
Edward Jones
Justin Quillen is a financial advisor with Edward Jones in Nokesville, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Valic Financial Advisors, Inc. and spent 17 years with the Transportation Security Administration. Outside of his advisory role, he is involved in real estate through managing rental properties and a house-flipping business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Andrew V
Series 66
Manassas, VA
Edward Jones
Andrew Vree is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held positions at the Texas Sunset Advisory Commission, Reynolds & Reynolds, and The Bush School of Government and Public Service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.
Juan U
Series 63, Series 65
Springfield, VA
Primerica Advisors
Juan Uribe is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and offers a wrap-fee structure with an operational model that includes ongoing oversight of manager selection.
Mario G
Series 66
Alexandria, VA
Ameriprise
Mario Gabalda is a financial advisor with Ameriprise in Alexandria, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of advising, he owns a small business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Bryce K
Series 66
Lake Ridge, VA
Ameriprise
Bryce King is a financial advisor at Ameriprise in Lake Ridge, VA, holding a Series 66 designation. He began his advisory career in 2025 with Whitlock Wealth of Ameriprise Financial, LLC. Prior to this, King has experience in real estate and promotional businesses, as well as roles at Christopher Newport University and Chesapeake College. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, written recommendation reports delivered through a centralized consulting team.
Ryan D
CFP®, Series 66
Occoquan, VA
Edward Jones
Ryan Dillard is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked for Science Applications International Corporation from 2004 to 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, under a fiduciary standard.
Amante D
Series 66
Woodbridge, VA
Ameriprise
Amante Decastro is a Series 66-licensed financial advisor with Ameriprise in Woodbridge, VA, and has 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.
Bennett W
Series 63, Series 65
Woodbridge, VA
Ameriprise
Bennett Whitlock III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, Whitlock holds ownership interests in a co-working space and a commercial real estate partnership, and serves on the boards of the Manassas Ballet Theatre and the Prince William County Chamber of Commerce. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
Rodney W
CFP®, Series 66
Manassas, VA
Edelman Financial Engines
Rodney Willyerd is a CFP® professional at Edelman Financial Engines with 13 years of industry experience. He has worked at TD Ameritrade, Charles Schwab and Co., Inc., and Financial Engines Advisors L.L.C. prior to his current role. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary investment solutions.
Abhijit B
Series 66
Woodbridge, VA
Edward Jones
Abhijit Basu is a financial advisor at Edward Jones in Woodbridge, VA, holding a Series 66 designation with one year of industry experience. He is also the founder and president of Basu Strategies, Inc., a consulting business advising companies on public policy issues. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Charles S
Series 63, Series 65
Woodbridge, VA
Wells Fargo Clearing
Charles Sisson is a financial advisor with Wells Fargo Clearing in Woodbridge, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for both of his parents. 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 manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.
Thomas H
CFP®, Series 63, Series 65
Manassas, VA
Ameriprise
Thomas Huszcza is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Manassas, VA since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm operates with a large institutional platform offering a broad range of advisory, brokerage, and insurance solutions.
Jeffrey C
CFP®, Series 63
Alexandria, VA
LPL Financial
Jeffrey Callan is a CFP® professional with 23 years of experience currently affiliated with LPL Financial. He has previously worked at Apple Federal Credit Union, Cuso Financial Services, LP, and Cetera Investment Services LLC. 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 financial planning and investment solutions, combining advisory and brokerage services supported by advanced operational tools and a broad platform of non-advisory financial products.
Justin S
Series 66
Woodbridge, VA
Edward Jones
Justin Simoni is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at BB&T Bank for six years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
Bobby P
Series 63, Series 65
Manassas, VA
OSAIC
Bobby Payne Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked for Woodbury Financial Services, Inc. for 20 years and has been associated with Payne & Associates since 1982. Outside of his advisory role, he maintains a limited practice servicing fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, supporting discretionary and advisor-managed strategies across various programs and custodial arrangements.
Phillip G
Series 63, Series 65
Manassas, VA
Primerica Advisors
Phillip Grissom is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and also has a longstanding career with U.S. Customs and Border Protection since 2004. Outside of advisory activities, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors is a large-scale institutional firm that sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers advisory services through model-based strategies created by unaffiliated managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.
Mark T
Series 63, Series 65
Stafford, VA
LPL Financial
Mark Teodosio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes 24 years at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2019. He is also licensed as a non-variable insurance agent in Southeast Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including model portfolios, third-party asset management, and institutional platforms.
Kyle B
Series 66
Springfield, VA
Primerica Advisors
Kyle Bell is a financial advisor with Primerica Advisors in Springfield, VA, holding a Series 66 license and 16 years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, alongside service in the Army National Guard and Kansas Army National Guard. Outside of advisory work, he is involved with St. Barbara LLC in Arlington, Virginia. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors who utilize model-delivery strategies managed by third-party asset managers, supported by Pershing for custody and trade execution.
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Finding advisors...
174 advisors near
22025
within the area shown on the map
Out of 400,000+ nationwide