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Financial ADVSR advisor directory · SEC adviser records

Dakota Wealth, LLC financial advisors in Virginia

Every SEC-registered investment adviser representative at a Dakota Wealth, LLC office in Virginia, by city and A to Z.

The short answer

3 registered advisors work at Dakota Wealth, LLC in Virginia, out of 58 nationwide. 1 list the CFP designation and 0 are also registered broker representatives.

Dakota Wealth, LLC advisors in Virginia, A to Z

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Dakota Wealth, LLC advisors in every state →Dakota Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Dakota Wealth, LLC in other states

Florida 35Minnesota 5Delaware 4Massachusetts 4Pennsylvania 4Ohio 3

Questions

How many Dakota Wealth, LLC financial advisors are in Virginia?

3 investment adviser representatives are registered at Dakota Wealth, LLC offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 58 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

How do I check a Dakota Wealth, LLC 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 Dakota Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.