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6 advisors near
23124
within the area shown on the map
Out of 400,000+ nationwide
William H
Series 65
Charles City, VA
Ballardsville Investment Advisors
William Hopke is a financial advisor at Ballardsville Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Financial Group, LLC. Outside of advising, he co-owns Ballardsville Farm with his wife, where they engage in light farming activities. Ballardsville Investment Advisors offers investment management and financial planning services primarily to high-net-worth individuals, trusts, and estates. The firm employs an individualized asset-allocation approach incorporating fundamental, charting, and technical analysis, and is notable for sponsoring a wrap-fee program and using derivatives within separately managed accounts.
Edward D
Series 63, Series 65
New Kent, VA
SEM Wealth Management
Edward Dudley is a financial advisor at SEM Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEM Wealth Management in 2021, he worked at Charter Communications, L2P Financial Partners, and SB Financial Group. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals from other financial professionals. The firm manages about $920 million in client assets and uses tactical, dynamic, and strategic model programs based on technical and quantitative techniques to guide discretionary investment decisions.
John D
Series 63, Series 65
Lanexa, VA
CL Wealth Management LLC
John Doiron is a financial advisor at CL Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CL Wealth Management since 2013. He is also the owner of Doiron Wealth Management LLC, a separate investment-related business based in Lanexa, VA. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis combined with custom model portfolios and periodic monitoring.
Robert L
Series 66
West Point, VA
Edward Jones
Robert Lawrence is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is a member of an LLC that owns his branch office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Virginia M
CFP®, Series 66
Mechanicsville, VA
Edward Jones
Virginia Mohn is a CFP® certificant and Series 66 registered advisor with Edward Jones in Mechanicsville, VA. She has eight years of industry experience, including two years at KPMG LLP before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment solutions alongside affiliated mutual funds and a proprietary money market fund.
Steven M
Series 66
Mechanicsville, VA
Edward Jones
Steven Mohn is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Philips and Encompass Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.
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Finding advisors...
6 advisors near
23124
within the area shown on the map
Out of 400,000+ nationwide