Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Burke, VA
Every SEC-registered investment adviser representative at a firm office in Burke, with the firms that employ the most of them.
The short answer
12 registered advisors work in Burke; the most are at Edward Jones (2). 1 list the CFP designation and 10 are also registered broker representatives.
Firms with the most advisors in Burke
| Firm | Advisors in Burke |
|---|---|
| Edward Jones news | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Arkadios Wealth Advisors | 1 |
| Eagle Strategies LLC | 1 |
| Madison Partners | 1 |
| Mariner news | 1 |
| Palladium Wealth Management, LLC | 1 |
| State Farm Investment Management Corp. | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
Advisors in Burke, A to Z
CFP advisors in Burke →- Patrizia F. AdriazolaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tanzima AshrafiWells Fargo Clearing Services, LLC
- Saima F. KhanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alexandra M. McCombMariner · Certified Financial Planner
- James McCombMadison Partners
- Joseph M. MjeldeEdward Jones
- Susan C. Plunkett-BareseArkadios Wealth Advisors
- Jerome C. PrenticeEagle Strategies LLC
- Diana SlopowEdward Jones
- David G. SpencePalladium Wealth Management, LLC · Personal Financial Specialist
- Allison M. TaylorAmeriprise Financial Services, LLC
- Casey D. WhitmarshState Farm Investment Management Corp.
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 Burke, VA?
12 investment adviser representatives are registered at firm offices in Burke, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Burke?
Edward Jones, with 2 registered advisors in Burke, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.
How do I check a financial advisor in Burke?
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.