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9 advisors near
24531
within the area shown on the map
Out of 400,000+ nationwide
Ashley O
Series 66
Gretna, VA
11 Financial
Ashley Owens is a financial advisor at 11 Financial with 14 years of industry experience. She holds a Series 66 designation and has previously worked at firms including CapFinancial Securities LLC and Benchmark Bank. In addition to her advisory role, she is a loan officer at Neighbors Bank. 11 Financial serves individuals, high-net-worth clients, and corporations by providing portfolio management and financial planning services. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor investment strategies and risk tolerance, offering both discretionary and non-discretionary services.
Gerald D
CFP®, ChFC®, Series 63, Series 65
Pittsville, VA
Kestra Advisory
Gerald Denney Jr. is a financial advisor with Kestra Advisory, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. His prior roles include positions with LPL Financial, Ameriprise Financial Services, and Private Advisor Group. He serves as an Emeritus Board Director for the Loaves & Fishes Food Pantry and is President of the Board for his condominium association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.
Angeles A
Series 63, Series 65
Chatham, VA
First Citizens Investor Services, Inc.
Angeles Atkinson is a financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with First Citizens Investor Services since 2005. Atkinson also serves as Board President of the Community Foundation of the Dan River Region, overseeing committee meetings and providing guidance to the Executive Director. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm applies fundamental, quantitative, and technical analysis to manage client portfolios across various asset classes and offers a range of investment solutions including portfolio management, model portfolios, and tax-aware services.
Robert M
Series 63, Series 65
Falls Church, VA
LPL Financial
Robert Mead is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at Grove Point Advisors, Onedigital Health and Benefits, and D.L. Mead & Associates, among others. Outside of advising, he is a business owner of Joan+Joe Coffee, 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Michael M
CFP®, Series 63
Chatham, VA
OSAIC
Michael Mayhew is a CFP® with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to this, he worked for Harris, Harvey, Neal & Co, Lincoln Financial Securities Corporation, Mainstay Financial, LLC, and Snead, Williams & Mayhew, PLLC. Outside of his advisory role, Mayhew is a partner and CPA at Harris, Harvey, Neal & Co LLP, serves on the board of The Claire Parker Foundation, and acts as a trustee for several family trusts. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a wide network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing access to various investment products and third-party managed-account solutions.
Charles J
ChFC®, Series 63, Series 65
Falls Church, VA
LPL Financial
Charles Jones is a financial advisor with LPL Financial holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including long tenures at H. Beck, Inc. and Grove Point Investments, LLC. Outside of financial advising, he coaches sports and fitness within Arlington County Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Dianna B
Series 63, Series 66
Gretna, VA
Raymond James Financial
Dianna Burkholder is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gretna, VA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She previously worked at Edward Jones for 11 years and has been associated with Wayfinder Wealth Management since 2020, where she is also the owner of a branding business called Light Money. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses comprehensive risk profiling and analytical tools to deliver non-discretionary planning tailored to client goals and offers a range of advisory programs and consulting services.
Erin D
Series 66
Gretna, VA
Raymond James Financial
Erin Dooley is a financial advisor at Raymond James Financial with 13 years of industry experience. Prior to joining Raymond James in 2025, she spent 11 years at Edward Jones. She also serves as Vice President at Wayfinder Wealth Management, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and nonprofit clients, offering tailored, non-discretionary advice supported by advanced analytical tools and specialized programs including municipal finance and SIMPLE IRA employer advisory services.
Eric M
Series 63, Series 66
Falls Church, VA
LPL Financial
Eric Mueller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Morgan Stanley, TD Ameritrade, Ameriprise, and Grove Point Advisors. Mueller also operates Jones, Mead and Associates, a DBA for his LPL business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.
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Finding advisors...
9 advisors near
24531
within the area shown on the map
Out of 400,000+ nationwide