Financial advisors in Stafford, VA

25 advisors

Noah Lester
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Richard Gardner
Financial advisor at Lionheart Financial Planning, Inc.
Lionheart Financial Planning, Inc. · $13.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Day
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Destefano
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Booth
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chase Messinger
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Park
Financial advisor at Park Financial Planning Solutions, LLC
Park Financial Planning Solutions, LLC · $1.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Lopez
Financial advisor at Alphastar Capital Management
Alphastar Capital Management · $2.5B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Ready
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Burklew
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ivan Brown
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Riutta
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julia Jarrett
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathleen Catts
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Mark Teodosio
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Grady
Financial advisor at Brookstone Capital Management LLC
Brookstone Capital Management LLC · $12.75B AUM
VerifiedFinancial planning
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Miranda Chenoweth
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nora Hartquist
Financial advisor at Guidedquest, LLC
Guidedquest, LLC
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Pamela Luckie
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Patti Lerch
Financial advisor at Guidedquest, LLC
Guidedquest, LLC
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Quiltina Smith
Financial advisor at The Financial T
The Financial T · $1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samira Brown
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Sara Goldman
Financial advisor at Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC · $2.1B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shivani Singh
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Xiomara Diaz
Financial advisor at Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC · $2.1B 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 Stafford, 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 Stafford, VA.

How this list works

Before you hire an advisor in Stafford, VA