Financial advisors in Williamsburg, VA

39 match · page 1 of 2

Antonija Simpson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Bryan
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Stewart
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Lucy
Financial advisor at Waterloo Capital
Waterloo Capital · $2.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Joss
Financial advisor at Joss Brown Wealth Advisors
Joss Brown Wealth Advisors · $162.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Anderson
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Bush
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David McKnight
Financial advisor at Ultimate Retirement Products, Inc.
Ultimate Retirement Products, Inc. · $57.9M AUM
CFP®Verified
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Dennis Wilt
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Deven Joss
Financial advisor at Joss Brown Wealth Advisors
Joss Brown Wealth Advisors · $162.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emily Fiscella
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gerald Dagostino
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Glenn Verity
Financial advisor at Level Four Advisory Services
Level Four Advisory Services · $6.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Harold Philipsen
Financial advisor at Tenzing Financial LLC
Tenzing Financial LLC · $231.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Dominguez
Financial advisor at Dominguez Wealth Management Solutions, Inc.
Dominguez Wealth Management Solutions, Inc. · $213.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jessie Hughes
Financial advisor at Dakota Wealth, LLC
Dakota Wealth, LLC · $6.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Montgomery
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kailen Gildersleeve Denton
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Morgan
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Meghan Hoover
Financial advisor at Novapoint Capital LLC
Novapoint Capital LLC · $536.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Coirin
Financial advisor at Foundations Financial Planning, LLC
Foundations Financial Planning, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Harris
Financial advisor at Blue Rock Financial Services, Inc.
Blue Rock Financial Services, Inc. · $59.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Sigmon
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michelle Robinson
Financial advisor at Joss Brown Wealth Advisors
Joss Brown Wealth Advisors · $162.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nick Louridas
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Noah Scruggs
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Gore
Financial advisor at Level Four Advisory Services
Level Four Advisory Services · $6.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Philip Sadtler
Financial advisor at Level Four Advisory Services
Level Four Advisory Services · $6.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Kohn
Financial advisor at Tenzing Financial LLC
Tenzing Financial LLC · $231.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robin Tugwell
Financial advisor at Missionsquare Wealth Management
Missionsquare Wealth Management
CFP®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 Williamsburg, 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 Williamsburg, VA.

How this list works

Before you hire an advisor in Williamsburg, VA