Financial advisors in Staunton, VA

28 advisors

Benjamin Irick
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jacqueline Avery
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
CFP®VerifiedFinancial planning
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Leah Pugh
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Michael Swinson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Seth Liskey
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
CFP®VerifiedFinancial planning
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William Sowers
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
CFP®VerifiedFinancial planning
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Alicia McAnney
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
VerifiedFinancial planning
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Ariel Harper
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Ashley Ferguson
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
VerifiedFinancial planning
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Donald Benner
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
VerifiedFinancial planning
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Edward Dawkins
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Elizabeth Nye
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
VerifiedFinancial planning
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Garland Davis
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Henry Shipplett
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
VerifiedFinancial planning
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John Burdette
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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John Childress
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Katherine Crow
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Kenya Balser
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lily Dawkins
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Mary Pritt
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
VerifiedFinancial planning
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Matthew Barnes
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Michael McCue
Financial advisor at Sound Income Strategies, LLC
Sound Income Strategies, LLC · $4.18B AUM
VerifiedFinancial planning
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Patrick Peason
Financial advisor at Sound Income Strategies, LLC
Sound Income Strategies, LLC · $4.18B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Philip Swann
Financial advisor at Well-Planned Financial LLC
Well-Planned Financial LLC · $13.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sarah Coiner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sarah Fowler
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
VerifiedFinancial planning
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Taysha Patterson
Financial advisor at Cornerstone Wealth Management, LLC
Cornerstone Wealth Management, LLC · $4.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tonya Sivinski
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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 Staunton, 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 Staunton, VA.

How this list works

Before you hire an advisor in Staunton, VA