Financial advisors in Roanoke, VA

366 advisors · page 1 of 13

Adam Peters
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Benjamin Harrison
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Benjamin Shrader
Financial advisor at Peakvalley Wealth, LLC
Peakvalley Wealth, LLC · $130.3M AUM
CFP®VerifiedFinancial planning
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Bobby Blankenship
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Brandon Lacroix
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Brownie Polly
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Cassandra Laymon
Financial advisor at Beacon Wealth Consultants, Inc.
Beacon Wealth Consultants, Inc. · $278.3M AUM
CFP®VerifiedFinancial planning
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Charles Brown
Financial advisor at Cary Street Partners
Cary Street Partners · $10.25B AUM
CFP®VerifiedFinancial planning
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Christopher Thomas
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
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Clark Lemaster
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Connie Guelich
Financial advisor at Guelich Capital Management, LLC
Guelich Capital Management, LLC · $109.2M AUM
CFP®VerifiedFinancial planning
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Creg Matthews
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Curtis Arney
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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David Bowman
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
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David Moore
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
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Denise Heimel
Financial advisor at Investment Management Corporation
Investment Management Corporation · $191.2M AUM
CFP®Verified
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Ezra Amiss
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Haden Dudley
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Harry Hartman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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James Beckett
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
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Jason Fletcher
Financial advisor at Level Four Advisory Services
Level Four Advisory Services · $6.54B AUM
CFP®VerifiedFinancial planning
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Jay Arce
Financial advisor at Taylor Financial Group, Inc.
Taylor Financial Group, Inc. · $410M AUM
CFP®VerifiedFinancial planning
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Jerry Firebaugh
Financial advisor at Waynefirebaugh, Inc.
Waynefirebaugh, Inc. · $90M AUM
CFP®VerifiedFinancial planning
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John Bradberry
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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John Edmunds
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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John Edmunds
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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John Green
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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John Register
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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John Taylor
Financial advisor at Taylor Financial Group, Inc.
Taylor Financial Group, Inc. · $410M AUM
CFP®VerifiedFinancial planning
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Jon Matlock
Financial advisor at American Financial Planning, Inc.
American Financial Planning, Inc. · $21.5M AUM
CFP®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 Roanoke, 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 Roanoke, VA.

How this list works

Before you hire an advisor in Roanoke, VA