Financial advisors in Williamsburg, VA

185 match · page 2 of 7

Shelly Braden
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
CFP®VerifiedFinancial planning
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Stephanie Goodrich
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Stephen Sigmon
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Stuart Honenberger
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Thomas Ptachick
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
CFP®VerifiedFinancial planning
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Thomas Vitaletti
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Walter Mowry
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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William Barnes
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Addison Brown
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
VerifiedFinancial planning
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Albert Haskins
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Alison Foley
Financial advisor at Davenport & Company LLC
Davenport & Company LLC · $24.7B AUM
VerifiedFinancial planning
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Amy Robinson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Arnold Csan
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
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Arthur Chambers
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Ashley Reeves
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Ashwin Martin
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Aurora Streeter
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
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Barbara Spady
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 ↗
Beth Brauner
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Blake Hicks
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Bradley Stevenson
Financial advisor at Rival Capital Management, LLC
Rival Capital Management, LLC · $3M AUM
VerifiedFinancial planning
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Brady Rouse
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Brandon Call
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Brent Baumberger
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Bridget Doane
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Bryson Spangler
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
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Caleb Dorman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Carolyn Menker
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carter Easley
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cathleen Dillon
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B 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 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