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3 advisors near
23824
within the area shown on the map
Out of 400,000+ nationwide
Hunter I
Series 63, Series 65
Blackstone, VA
Twin Rivers Advisors, LLC
Hunter Irby is a financial advisor with Twin Rivers Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Tone Capital, LLC from 2016 to 2020. Outside of advising, he manages a family farm rental property. Twin Rivers Advisors provides discretionary investment management and financial planning consulting to individuals, high-net-worth clients, and business entities. The firm employs a goal-driven, tailored approach using technical, fundamental, and quantitative analysis, managing portfolios through the AssetMark platform with a small advisory team serving around 25 clients.
Benjamin B
Series 63, Series 65
Blackstone, VA
Twin Rivers Advisors, LLC
Benjamin Bretz is a financial advisor at Twin Rivers Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Twin Rivers Advisors since 2022. Prior to that, he worked in various roles at BB Tools, Toolman Hobbs, and Coldwell Bankers Avenue. Twin Rivers Advisors provides discretionary investment management and financial planning consulting primarily to individuals, high-net-worth clients, and business entities. The firm employs a goal-driven, tailored investment approach using a combination of technical, fundamental, and quantitative analysis, managing portfolios through the AssetMark platform.
Darla P
Series 63, Series 65
Victoria, VA
Cambridge Investment Research Advisors
Darla Pellersels is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and has prior experience with Ameritas Investment Corp., CCF Investments, Prosperity Financial Associates, and Capital Choice Financial Services. Outside of her advisory role, she is president of Prosperity Financial Associates and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party model strategies.
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Finding advisors...
3 advisors near
23824
within the area shown on the map
Out of 400,000+ nationwide