Financial ADVSR advisor directory · SEC adviser records
Wealthcrossing financial advisors in Virginia
Every SEC-registered investment adviser representative at a Wealthcrossing office in Virginia, by city and A to Z.
6 registered advisors work at Wealthcrossing in Virginia, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Richmond (6). 5 list the CFP designation and 0 are also registered broker representatives.
Wealthcrossing advisors by city in Virginia
Every firm in Virginia →Wealthcrossing advisors in Virginia, A to Z
Search by name →- Jonathan BaileyRichmond · Certified Financial Planner
- Andrea L. BroughtonRichmond
- Claire E. CraighillRichmond · Certified Financial Planner
- John K. KingRichmond · Certified Financial Planner
- Stephanie F. StumpfRichmond · Certified Financial Planner, Personal Financial Specialist
- John C. WilliamsRichmond · Certified Financial Planner
Wealthcrossing advisors in every state →Wealthcrossing: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Wealthcrossing financial advisors are in Virginia?
6 investment adviser representatives are registered at Wealthcrossing offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Virginia does Wealthcrossing have the most advisors?
Richmond, with 6. Wealthcrossing has advisors in 1 city in Virginia.
How do I check a Wealthcrossing 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 Wealthcrossing office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.