Financial advisors in Lynchburg, VA

157 advisors · page 3 of 6

Elizabeth Wiley
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Frank Vaden
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Freddie Barbour
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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George Caylor
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
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Gorham Wood
Financial advisor at Pettyjohn, Wood & White, Inc.
Pettyjohn, Wood & White, Inc. · $1.02B AUM
Verified
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Graham Comeau
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Harry Schwarz
Financial advisor at Brown Edwards Wealth Strategies
Brown Edwards Wealth Strategies · $403.3M AUM
Verified
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Henry Millner
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Holly Brown
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Holly Salmon
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
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Ian Morse
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Jackson English
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Jacob Zody
Financial advisor at Legacy Wealth Management Group, Inc.
Legacy Wealth Management Group, Inc. · $289.8M AUM
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James Spickard
Financial advisor at Advanta Wealth Management
Advanta Wealth Management · $63.8M AUM
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Jared Srsic
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jason Alford
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
VerifiedFinancial planning
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Jeffery Bruffy
Financial advisor at Legacy Wealth Management Group, Inc.
Legacy Wealth Management Group, Inc. · $289.8M AUM
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Jeffrey Boyer
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Jeffrey Helgeson
Financial advisor at Stonex Advisors Inc.
Stonex Advisors Inc. · $5.09B AUM
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Jeffrey Myers
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jeremy Marcum
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jesse Ford
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
VerifiedFinancial planning
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Jesse Stephens
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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John Craddock
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
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John Hoskins
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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John Kunda
Financial advisor at Advanta Wealth Management
Advanta Wealth Management · $63.8M AUM
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John Light
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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John Peniche
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
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John Stone
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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John Waterworth
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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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 Lynchburg, 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 Lynchburg, VA.

How this list works

Before you hire an advisor in Lynchburg, VA