Culpeper, VA Southridge Parkway Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,152 offices

Location

420 Southridge Parkway Ste 108

Culpeper VA 22701

Advisors at this office

3

Advisors at this office

Kyle V

Series 66

Culpeper, VA

Edward Jones

Kyle Vrhovac is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked as a silent partner and operations consultant for Outer Banks Boil Company, a seafood restaurant. Outside of his advisory role, he is involved in several business ventures including residential construction capital provision and an exotic car rental company. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Phillip L

Series 65, Series 66

Culpeper, VA

Edward Jones

Phillip Lennon is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at Edward Jones since 2023. Prior to this, he was involved with Tiger Solar and operates Valley Athletics, LLC. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Cindy R

Series 66

Culpeper, VA

Edward Jones

Cindy Rickett is a financial advisor at Edward Jones in Culpeper, VA, holding a Series 66 designation with 22 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
View complete list of advisors at this office
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