Financial advisors in Salem, VA

32 match · page 1 of 2

Barrett Kemp
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Christopher Bishop
Financial advisor at Partners in Financial Planning, LLC
Partners in Financial Planning, LLC · $913.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Ellis
Financial advisor at Vested Partners: A Multi-Family Office
Vested Partners: A Multi-Family Office · $95M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hannah Nolan
Financial advisor at Werba Rubin Papier Wealth Management, LLC
Werba Rubin Papier Wealth Management, LLC · $1.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Pearman
Financial advisor at Partners in Financial Planning, LLC
Partners in Financial Planning, LLC · $913.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Pamela Poldiak
Financial advisor at Partners in Financial Planning, LLC
Partners in Financial Planning, LLC · $913.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Bryan
Financial advisor at Partners in Financial Planning, LLC
Partners in Financial Planning, LLC · $913.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Norris
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sara Epperly
Financial advisor at Partners in Financial Planning, LLC
Partners in Financial Planning, LLC · $913.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sethalan Carter
Financial advisor at Partners in Financial Planning, LLC
Partners in Financial Planning, LLC · $913.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Bain
Financial advisor at Partners in Financial Planning, LLC
Partners in Financial Planning, LLC · $913.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Thompson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Wilson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Lilly
Financial advisor at Sequent Planning, LLC
Sequent Planning, LLC · $589.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hannibal Trapuzzano
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jack Havice
Financial advisor at Sequent Planning, LLC
Sequent Planning, LLC · $589.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Laub
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Curran
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jordan Gibson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Berrios
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Richardson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Coffey
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Davis
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Linwood Reynolds
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Maegan Redden
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Curran
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rose Funkhouser
Financial advisor at Vested Partners: A Multi-Family Office
Vested Partners: A Multi-Family Office · $95M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Mecca
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Spencer Lowry
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Laub
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Salem, 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 Salem, VA.

How this list works

Before you hire an advisor in Salem, VA