Financial ADVSR advisor directory · SEC adviser records
Sequent Planning, LLC financial advisors in Virginia
Every SEC-registered investment adviser representative at a Sequent Planning, LLC office in Virginia, by city and A to Z.
5 registered advisors work at Sequent Planning, LLC in Virginia, out of 92 nationwide; it's the firm's number 3 state by advisors, and the most are in Salem (3). 0 list the CFP designation and 0 are also registered broker representatives.
Sequent Planning, LLC advisors by city in Virginia
Every firm in Virginia →Sequent Planning, LLC advisors in Virginia, A to Z
Search by name →- Brandon S. BlankenshipWirtz
- Corey CooganSalem
- George A. CrawfordMidlothian
- Jack W. HaviceSalem
- Donald R. Lilly IIISalem
Sequent Planning, LLC advisors in every state →Sequent Planning, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sequent Planning, LLC in other states
Nebraska 43Florida 5Arizona 4Illinois 3Michigan 3Pennsylvania 3Texas 3
Questions
How many Sequent Planning, LLC financial advisors are in Virginia?
5 investment adviser representatives are registered at Sequent Planning, LLC offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 92 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Virginia does Sequent Planning, LLC have the most advisors?
Salem, with 3, then Midlothian (1). Sequent Planning, LLC has advisors in 3 cities in Virginia.
How do I check a Sequent Planning, 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 Sequent Planning, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.