Financial advisors in Fredericksburg, VA

110 match · page 1 of 4

Omen Quelvog
Financial advisor at Formynder Wealth Management, LLC
Formynder Wealth Management, LLC · $216K AUM
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Daniel Bender
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
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Denise Frazer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Dustin Dean
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jacob Burke
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jonathan Heck
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Jonathan Scimeca
Financial advisor at Cary Street Partners
Cary Street Partners · $10.25B AUM
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Lamont Brown
Financial advisor at Alna Wealth Management
Alna Wealth Management
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Mary Long
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Noah Snead
Financial advisor at Cary Street Partners
Cary Street Partners · $10.25B AUM
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Ryan Poland
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
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Stewart Emenheiser
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
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Aaron Blackburn
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Albert Merchent
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Andre Pineda
Financial advisor at Cary Street Partners
Cary Street Partners · $10.25B AUM
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Anita Lewis
Financial advisor at Cary Street Partners
Cary Street Partners · $10.25B AUM
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Anthony Detrane
Financial advisor at Cary Street Partners
Cary Street Partners · $10.25B AUM
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Aric Wagner
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
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Armeldo Hernandez
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Astrid Blazek
Financial advisor at Cary Street Partners
Cary Street Partners · $10.25B AUM
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August Adriani
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Benjamin Hazekamp
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
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Benjamin Maxwell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Bernard Mahon
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Bernard Mason
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Bianca Voyd
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Brittany Doughty
Financial advisor at Cary Street Partners
Cary Street Partners · $10.25B AUM
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Bryn Thacker
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
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Carlos Delgado-Mejia
Financial advisor at United Brokerage Services Inc
United Brokerage Services Inc · $372.3M AUM
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Carrie Van Gundy
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Fredericksburg, VA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Fredericksburg, VA.

How this list works

Before you hire an advisor in Fredericksburg, VA