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828 advisors near
20155
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Out of 400,000+ nationwide
Eleni M
Series 65
Herndon, VA
Hughes Financial Services, LLC
Eleni Milligan is a financial advisor at Hughes Financial Services, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Savant Wealth Management and Aerie, as well as part-time work while attending Salisbury University. Hughes Financial Services is a team-based registered investment adviser with seven advisors managing approximately $760 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning and an all-inclusive wrap-fee program.
Nathan L
Series 65, Series 63
Herndon, VA
Northwest Financial Advisors LLC
Nathan Levin is a financial advisor at Northwest Financial Advisors LLC with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at LPL Financial LLC, Northwest Federal Credit Union, the United States Senate Office of Senator Cynthia Lummis, Amazon, and Berkadia. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and utilizes LPL Financial custodial programs as well as an Outsourced Chief Investment Officer program to support portfolio management and optimization.
Neetu K
Series 63, Series 65
Herndon, VA
Northwest Financial Advisors LLC
Neetu Kohli is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. Her prior career includes roles at PNC Bank and PNC Investments, Wells Fargo Clearing, Charles Schwab, and United Brokerage Services. She is also an author of children's reading books. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach with customizable portfolios implemented through LPL Financial programs.
Nakia B
Series 66
Herndon, VA
Northwest Financial Advisors LLC
Nakia Brown is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial, Morgan Stanley, Madison Avenue Securities, and Campbell Wealth Management. Outside of advising, she works part-time as a delivery driver for DoorDash and is a commissioned notary in Virginia. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets, using a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and monthly Investment Committee.
Jeff D
CFP®, Series 63, Series 65
Herndon, VA
Craft Wealth Services
Jeff Doan is a CFP® with 14 years of industry experience, currently serving at Craft Wealth Services since 2018. Prior to this, he worked at Capital One Advisors and Capital One Investing from 2015 to 2018. In addition to his advisory work, he is an insurance agent and author of the book *The One Percent - Financial Independence*, which is available on Amazon. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that incorporates fundamental and technical analysis, with discretionary management and tailored client advice.
Richard H
Series 63, Series 66
Herndon, VA
Northwest Financial Advisors LLC
Richard Holden is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been affiliated with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial since 2016. Outside of his advisory role, he holds a notary commission in Virginia and is engaged in an airplane leasing business. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach and primarily implements strategies through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.
David E
CFP®, Series 63, Series 65
Reston, VA
Mason Investment Advisory Services Inc
David Engler is a CFP® professional with 21 years of experience in financial advising. He has been with Mason Investment Advisory Services Inc since 2006. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, as well as charitable institutions and endowments. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and a rigorous manager-selection process, managing approximately $13.2 billion in assets with a focused advisory team.
Sarah B
CFP®, Series 63, Series 65
Reston, VA
Mason Investment Advisory Services Inc
Sarah Baker is a CFP® professional with 19 years of industry experience. She is currently with Mason Investment Advisory Services Inc, where she has worked since 2021. Her previous roles include positions at Sullivan, Bruyette, Speros & Blayney, LLC and Ronald Blue & Co. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, as well as charitable institutions. The firm employs a long-term strategic asset allocation approach with disciplined rebalancing and a manager-selection process, managing approximately $13.2 billion in assets with a team of 31 advisors.
Adrian V
CFP®, Series 66
Reston, VA
McAdam LLC
Adrian Vaughn is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at McAdam LLC. He has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. Vaughn also has an ongoing affiliation with George Mason University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting using fundamental analysis to tailor portfolios across mutual funds, ETFs, independent managers, and individual securities.
Aaron R
CFA®, Series 66, Series 63
Reston, VA
F L Putnam Investment Management Co.
Aaron Rosen is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at F.L. Putnam Investment Management Company and previously worked at AOG Wealth Management, American Elm Distribution Partners LLC, Copia Wealth Studios, and Lucia Capital Management. Outside of his advisory role, he offers non-investment advisory consulting services as a sole proprietor. F.L. Putnam serves a diverse client base, including individuals, institutions, foundations, and endowments, providing customized investment management, financial planning, and family office solutions. The firm utilizes both internally managed and third-party strategies across multiple asset classes, incorporating strategic asset allocation with tactical adjustments.
Randon T
Series 66
Reston, VA
Mason Investment Advisory Services Inc
Randon Tagg is a financial advisor at Mason Investment Advisory Services Inc with six years of industry experience. He holds the Series 66 designation and has worked at Mason Securities, Inc. and Sallie Mae. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and rigorous manager selection, offering services such as separately managed accounts and outsourced chief investment officer solutions.
Sean O
Series 66
Reston, VA
Capitol Securities Management, Inc.
Sean O'Sullivan is a financial advisor at Capitol Securities Management, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to joining Capitol Securities Management, Sean worked at Centerpoint Group and FirstPRO Inc. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, consulting, and various wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, providing investment advice through discretionary and non-discretionary programs, separately managed accounts, and third-party money managers.
Fredric M
Series 63, Series 65
Manassas, VA
Virtue Capital Management, LLC
Fredric Miller is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Horter Investment Management, LLC and operated his own financial planning practice, Rick Miller & Associates. Miller also provides retirement training for federal employees and works as an independent IRMAA certified planner, focusing on the impact of Medicare-related legislation. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, employing quantitative optimization and proprietary models with an active, model-driven investment approach.
Sharon K
CFP®, Series 65, Series 63
Reston, VA
Mason Investment Advisory Services Inc
Sharon Kampner is a CFP®-certified financial advisor with Mason Investment Advisory Services Inc, based in Reston, VA. She has 20 years of industry experience, including 15 years at Mason Investment Advisory Services. Mason Investment Advisory Services, Inc. is an SEC-registered firm managing approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm offers fee-based financial planning, portfolio management for individuals and institutions, and emphasizes strategic, long-term asset allocation with a focus on OCIO engagements for nonprofit organizations and pension plans.
Robert G
Series 63, Series 65
Reston, VA
Capitol Securities Management, Inc.
Robert Garone is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Capitol Securities since 2009. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm offers a range of investment management options, including separately managed accounts and access to various wrap fee programs and third-party money managers.
Noorjahan E
CFP®, Series 66
Centreville, VA
XML Financial Group
Noorjahan Enayat is a CFP® and Series 66 licensed advisor with 13 years of industry experience. She has been with XML Financial Group since 2016. In addition to her advisory role, she also serves as an insurance agent for non-securities based products. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients, offering investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities through a combination of fundamental and technical analysis and third-party managers.
Rodney G
Series 63, Series 65
Middleburg, VA
Wedbush Securities Inc.
Rodney Gray is a financial advisor at Wedbush Securities Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he owns and operates Fiddlers Green Farm in Virginia, where he sells hay locally. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and investment advisory services. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting various managed account programs and commission-based brokerage arrangements.
David W
CFP®, Series 63, Series 66
Manassas, VA
Facet
David Wirth is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Facet Wealth since 2017. Prior to Facet, he worked at AAFMAA Wealth Management & Trust and Savant Capital Management. Facet Wealth provides subscription-based financial planning and investment management services to individual clients across a range of wealth levels. The firm uses a holistic financial planning approach and discretionary asset-allocation programs primarily focused on ETFs, offering fixed fees rather than percentage-of-AUM charges.
Carol D
Series 63, Series 66
Reston, VA
Capitol Securities Management, Inc.
Carol Dinh Nhat Quy is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and Series 66 licenses and 35 years of industry experience. Prior to joining Capitol Securities in 2024, Quy worked at Morgan Stanley for seven years and Wells Fargo for two years across multiple related entities. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, comprehensive financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, providing advisory programs through IAR-managed accounts, third-party money managers, and financial plans based on detailed client interviews.
James D
Series 63, Series 65
Reston, VA
Capitol Securities Management, Inc.
James Day is a financial advisor with Capitol Securities Management, Inc. in Reston, VA, holding Series 63 and 65 credentials and 25 years of industry experience. He has worked at Capitol Securities Management since 2004 with brief periods at Eastern Point Trust Services and LPL Financial. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through discretionary and non-discretionary advisory programs, including separately managed accounts and third-party money managers.
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828 advisors near
20155
within the area shown on the map
Out of 400,000+ nationwide