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Financial ADVSR advisor directory · SEC adviser records

Values Added Financial financial advisors in Washington, DC

Every SEC-registered investment adviser representative at a Values Added Financial office in Washington, A to Z.

The short answer

7 registered advisors work at Values Added Financial in Washington, out of 8 at the firm nationwide; it ranks number 36 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Values Added Financial advisors in Washington, A to Z

Every Values Added Financial advisor →

Values Added Financial advisors in every city and state →Values Added Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Values Added Financial advisors in other cities

San Francisco, CA 1

Other firms in Washington

All Washington advisors →

Morgan Stanley 211Merrill Lynch, Pierce, Fenner & Smith Incorporated 170J.P. Morgan Securities LLC 111UBS Financial Services Inc. 109Missionsquare Retirement 47Wells Fargo Clearing Services, LLC 47Citigroup Global Markets Inc. 36Strategic Advisers LLC 31Oppenheimer & Co. Inc. 28RBC Capital Markets, LLC 28Raymond James & Associates, Inc. 21Truist Advisory Services, Inc. 20

Questions

How many financial advisors does Values Added Financial have in Washington?

7 investment adviser representatives are registered at Values Added Financial offices in Washington, District of Columbia, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Values Added Financial one of the largest advisor employers in Washington?

Values Added Financial ranks number 36 in Washington by registered advisors; Morgan Stanley has the most, with 211.

How do I check a Values Added Financial advisor in Washington?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Values Added Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.