Financial advisors in Roanoke, VA

366 advisors · page 2 of 13

Joshua Gallegos
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Justin Stone
Financial advisor at Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. · $9.22B AUM
CFP®VerifiedFinancial planning
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Kate Failla
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Kathleen Tillman
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
CFP®VerifiedFinancial planning
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Mark Bukowski
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Marvin Taylor
Financial advisor at Taylor Financial Group, Inc.
Taylor Financial Group, Inc. · $410M AUM
CFP®VerifiedFinancial planning
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Maynard Keller
Financial advisor at American Financial Planning, Inc.
American Financial Planning, Inc. · $21.5M AUM
CFP®VerifiedFinancial planning
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Michael Pendleton
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Michael Sobilo
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Miguel Morales-Corujo
Financial advisor at Npa Asset Management, LLC
Npa Asset Management, LLC · $1.06B AUM
CFP®VerifiedFinancial planning
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Richard Laymon
Financial advisor at Beacon Wealth Consultants, Inc.
Beacon Wealth Consultants, Inc. · $278.3M AUM
CFP®VerifiedFinancial planning
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Robert Brailsford
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
CFP®VerifiedFinancial planning
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Robert Fry
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Ryland Hubbard
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Tim Ha
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Timothy Conrad
Financial advisor at Strategic Blueprint, LLC
Strategic Blueprint, LLC · $2.54B AUM
CFP®VerifiedFinancial planning
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Timothy Shank
Financial advisor at Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. · $9.22B AUM
CFP®VerifiedFinancial planning
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Todd Dalton
Financial advisor at Greenbrier Financial
Greenbrier Financial
CFP®VerifiedFinancial planning
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Weston Meyers
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
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Adam Workman
Financial advisor at Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. · $9.22B AUM
VerifiedFinancial planning
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Albert Sganga
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Alison Elliott
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Allison Oakey
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Alma Nicholas-Long
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Amanda Arthur
Financial advisor at Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. · $9.22B AUM
VerifiedFinancial planning
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Amanda Christiansen
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Amanda Crowgey Wells
Financial advisor at Captrust
Captrust · $1.24T AUM
VerifiedFinancial planning
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Amanda Robinson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Amanda Robinson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Amy Cantrell
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B 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 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