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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Marshall, VA

Every SEC-registered investment adviser representative at a firm office in Marshall, with the firms that employ the most of them.

The short answer

4 registered advisors work in Marshall; the most are at Edward Jones (2). 1 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Marshall

FirmAdvisors in Marshall
Edward Jones news2
Sound Investment Management Inc.1
Tobi, Inc.1

Advisors in Marshall, A to Z

CFP advisors in Marshall →

Other cities in Virginia

All of Virginia →

Richmond 1,277McLean 612Vienna 580Virginia Beach 521Reston 377Alexandria 356Roanoke 325Glen Allen 294Fairfax 277Charlottesville 263Norfolk 242Midlothian 227Arlington 213Williamsburg 206Leesburg 153Lynchburg 143Newport News 133Falls Church 127Harrisonburg 126Chesapeake 118Fredericksburg 102Ashburn 100Winchester 94Tysons Corner 79

Questions

How many financial advisors are in Marshall, VA?

4 investment adviser representatives are registered at firm offices in Marshall, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Marshall?

Edward Jones, with 2 registered advisors in Marshall, followed by Sound Investment Management Inc. with 1.

How do I check a financial advisor in Marshall?

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.