Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ashland, VA
Every SEC-registered investment adviser representative at a firm office in Ashland, with the firms that employ the most of them.
13 registered advisors work in Ashland; the most are at Edward Jones (5). 2 list the CFP designation and 9 are also registered broker representatives.
Firms with the most advisors in Ashland
| Firm | Advisors in Ashland |
|---|---|
| Edward Jones news | 5 |
| Sovereign Capital Vantage, Inc. | 3 |
| Bright Wealth Management, LLC | 1 |
| LPL Financial LLC news | 1 |
| Pfs Investments Inc. | 1 |
| State Farm Investment Management Corp. | 1 |
| Truist Advisory Services, Inc. news | 1 |
Advisors in Ashland, A to Z
CFP advisors in Ashland →- Mary AshbyPfs Investments Inc.
- Jonathan R. BaulsirEdward Jones
- Nathaniel C. BillupsEdward Jones
- Andrea C. BrownEdward Jones · Certified Financial Planner
- Daniel E. DicandiloEdward Jones
- Emily E. GriswellSovereign Capital Vantage, Inc.
- Blake A. LewisTruist Advisory Services, Inc.
- Ronald L. PoindexterLPL Financial LLC · Chartered Financial Consultant
- Alan H. Pryor IIIState Farm Investment Management Corp.
- Diana L. ThompsonSovereign Capital Vantage, Inc.
- Marc D. ThompsonSovereign Capital Vantage, Inc.
- Thomas N. TroieEdward Jones
- Thomas B. Underwood IIIBright Wealth Management, LLC · Certified Financial Planner
Other cities in Virginia
All of Virginia →Richmond 1,274McLean 622Vienna 570Virginia Beach 533Reston 368Alexandria 360Roanoke 336Glen Allen 300Fairfax 295Charlottesville 272Norfolk 242Arlington 224Midlothian 223Williamsburg 207Leesburg 149Lynchburg 147Newport News 125Harrisonburg 123Falls Church 122Chesapeake 118Ashburn 105Fredericksburg 102Winchester 102Tysons Corner 86
Questions
How many financial advisors are in Ashland, VA?
13 investment adviser representatives are registered at firm offices in Ashland, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Ashland?
Edward Jones, with 5 registered advisors in Ashland, followed by Sovereign Capital Vantage, Inc. with 3.
How do I check a financial advisor in Ashland?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.