Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Keswick, VA
Every SEC-registered investment adviser representative at a firm office in Keswick, with the firms that employ the most of them.
7 registered advisors work in Keswick; the most are at Carr Capital Management (2). 0 list the CFP designation and 2 are also registered broker representatives.
Firms with the most advisors in Keswick
| Firm | Advisors in Keswick |
|---|---|
| Carr Capital Management | 2 |
| Harrison Capital Management | 1 |
| LPL Financial LLC news | 1 |
| Osaic Wealth, Inc. news | 1 |
| Retirement Wealth Management, Inc. | 1 |
| Westbourne Investments, Inc. | 1 |
Advisors in Keswick, A to Z
Search all of Virginia →- Charles S. CarrCarr Capital Management
- John B. Carr Jr.Carr Capital Management
- Michael C. DelcollianoWestbourne Investments, Inc.
- Melissa A. HarrisonHarrison Capital Management
- Darren C. KinseyLPL Financial LLC · Certified Financial Planner
- Philip SpringerRetirement Wealth Management, Inc.
- Karyn L. WarrenOsaic Wealth, Inc. · Certified Financial Planner
Other cities in Virginia
All of Virginia →Richmond 1,353McLean 630Vienna 604Virginia Beach 550Reston 397Alexandria 370Roanoke 348Glen Allen 318Fairfax 293Charlottesville 272Norfolk 251Midlothian 233Arlington 221Williamsburg 217Leesburg 163Lynchburg 147Newport News 147Falls Church 133Harrisonburg 131Chesapeake 123Fredericksburg 108Ashburn 105Winchester 97Tysons Corner 79
Questions
How many financial advisors are in Keswick, VA?
7 investment adviser representatives are registered at firm offices in Keswick, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Keswick?
Carr Capital Management, with 2 registered advisors in Keswick, followed by Harrison Capital Management with 1.
How do I check a financial advisor in Keswick?
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.