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Financial ADVSR advisor directory · SEC adviser records

American Financial Planning, Inc. financial advisors in Virginia

Every SEC-registered investment adviser representative at a American Financial Planning, Inc. office in Virginia, by city and A to Z.

The short answer

4 registered advisors work at American Financial Planning, Inc. in Virginia, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Roanoke (3). 2 list the CFP designation and 0 are also registered broker representatives.

American Financial Planning, Inc. advisors by city in Virginia

Every firm in Virginia →

Roanoke 3Yorktown 1

American Financial Planning, Inc. advisors in Virginia, A to Z

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Questions

How many American Financial Planning, Inc. financial advisors are in Virginia?

4 investment adviser representatives are registered at American Financial Planning, Inc. offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Virginia does American Financial Planning, Inc. have the most advisors?

Roanoke, with 3, then Yorktown (1). American Financial Planning, Inc. has advisors in 2 cities in Virginia.

How do I check a American Financial Planning, Inc. advisor in Virginia?

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 American Financial Planning, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.