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8 advisors near
24521
within the area shown on the map
Out of 400,000+ nationwide
Thomas D
Series 66
Madison Heights, VA
Truist Advisory Services
Thomas Dukes is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 26 years of industry experience. He has worked at Truist Advisory Services and its affiliated entities since 2015, including BB&T Securities and BB&T Investment Services. Outside of his advisory role, Dukes serves as an assistant coach for Randolph College men's lacrosse and is a board member of the Home Builders Association of Central Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.
Jacklynn L
Series 65
Buena Vista, VA
Focus Partners Wealth, LLC
Jacklynn Larson is a Series 65-licensed advisor with Focus Partners Wealth, LLC, based in Buena Vista, VA. She has held positions at Willis Johnson & Associates, Plante Moran (formerly Tonneson), Swisher and Johnson, and SKR+CO. Larson has nine years of industry experience overall. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.
Pamela C
Series 63, Series 65
Buena Vista, VA
Cambridge Investment Research Advisors
Pamela Cole is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Cambridge since 2011. In addition to her advisory role, she works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals.
Gary T
ChFC®, Series 63, Series 66
Amherst, VA
Edward Jones
Gary Taylor is a financial advisor with Edward Jones in Amherst, VA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 32 years of industry experience and has been with Edward Jones since 1993. Outside of his advisory role, Taylor serves as an operations officer for Amherst County Search and Rescue Inc., a nonprofit organization where he manages training, recruiting, fundraising, and search activities on a volunteer basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.
Daniel D
Series 66
Buena Vista, VA
Edward Jones
Daniel Dickman is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was associated with Lesko Financial Securities Inc and held various roles including work with the Handicapped Children Association. Edward Jones serves more than four million individual and institutional clients with a broad range of wealth management services. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.
William E
Series 63, Series 65
Amherst, VA
Edward Jones
William Eubank III is a financial advisor at Edward Jones in Amherst, VA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at First Citizens Bank, MassMutual Life Insurance Company, TY Mortgage, and Sun Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Catrina T
Series 66
Amherst, VA
Edward Jones
Catrina Taylor is a financial advisor at Edward Jones in Amherst, VA, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Veterans Disability Help and spent eight years at Darden Restaurants Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
Christopher T
CFP®, ChFC®, Series 66
Madison Heights, VA
Edward Jones
Christopher Tibbs is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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Finding advisors...
8 advisors near
24521
within the area shown on the map
Out of 400,000+ nationwide