Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lake Ridge, VA
Every SEC-registered investment adviser representative at a firm office in Lake Ridge, with the firms that employ the most of them.
9 registered advisors work in Lake Ridge; the most are at Ameriprise Financial Services, LLC (6). 3 list the CFP designation and 9 are also registered broker representatives.
Firms with the most advisors in Lake Ridge
| Firm | Advisors in Lake Ridge |
|---|---|
| Ameriprise Financial Services, LLC news | 6 |
| Edward Jones news | 1 |
| Strategic Advisers LLC | 1 |
| Voya Financial Advisors, Inc. | 1 |
Advisors in Lake Ridge, A to Z
CFP advisors in Lake Ridge →- Robert T. BriscoeAmeriprise Financial Services, LLC
- Amante A. DecastroAmeriprise Financial Services, LLC
- Shawn-Thomas FranklinAmeriprise Financial Services, LLC
- Bryce KingAmeriprise Financial Services, LLC
- Christopher M. PedenAmeriprise Financial Services, LLC
- Christopher J. PiczakVoya Financial Advisors, Inc. · Certified Financial Planner
- Beverly A. TaylorStrategic Advisers LLC · Certified Financial Planner
- Bennett C. Whitlock IIIAmeriprise Financial Services, LLC
- Jonathan WinstonEdward Jones · 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 Lake Ridge, VA?
9 investment adviser representatives are registered at firm offices in Lake Ridge, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Lake Ridge?
Ameriprise Financial Services, LLC, with 6 registered advisors in Lake Ridge, followed by Edward Jones with 1.
How do I check a financial advisor in Lake Ridge?
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.