Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Newport News, VA
Every SEC-registered investment adviser representative at a firm office in Newport News, with the firms that employ the most of them.
The short answer
125 registered advisors work in Newport News; the most are at Morgan Stanley (19). 16 list the CFP designation and 106 are also registered broker representatives.
Firms with the most advisors in Newport News
Advisors in Newport News, A to Z
CFP advisors in Newport News →- Lisa Adamonis PileMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Zachary AllenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Oscar N. AlvarezPathway Financial Planning, Inc. · Certified Financial Planner
- Stacy AnsamaRaymond James Financial Services Advisors, Inc.
- Alisha AuldridgeWells Fargo Clearing Services, LLC
- Wanda M. AustinMorgan Stanley
- Richard M. BagleyWells Fargo Clearing Services, LLC
- Jacob G. BalesCentaurus Financial, Inc. · Certified Financial Planner
- James A. BalesCentaurus Financial, Inc.
- Olivia G. BarrMorgan Stanley
- Marcus M. BaumanInteractive Financial Advisors
- Christopher R. BealMorgan Stanley
- Diane L. BieglerPfs Investments Inc.
- Thomas F. BlackburnMason & Associates, LLC · Certified Financial Planner, Personal Financial Specialist
- Gary D. BonnewellMorgan Stanley
- Garland B. BowdenMorgan Stanley
- Katherine L. BrownJoss Brown Wealth Advisors · Certified Financial Planner
- James W. CampRaymond James Financial Services Advisors, Inc.
- Thomas H. CarlsonOsaic Wealth, Inc.
- Susan K. CarmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ronald B. ChanceWells Fargo Clearing Services, LLC
- Gregory T. ChevrierWells Fargo Clearing Services, LLC
- Dana K. CrawfordMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James M. Cumming IIPfs Investments Inc.
- Melodi A. CuppWells Fargo Clearing Services, LLC
- Todd D. CurtisKnights Of Columbus Asset Advisors LLC
- Michael P. D'AlessandroCetera Investment Advisers LLC
- Chase B. DaknisLPL Financial LLC
- William T. DavisMML Investors Services, LLC
- Itxel DelucyFirst Command Advisory Services
- Kyle A. EagleMason & Associates, LLC · Certified Financial Planner
- Willis H. Eames Jr.Osaic Wealth, Inc. · Chartered Financial Consultant
- William E. EastburnOsaic Wealth, Inc.
- Theodore R. EckertWells Fargo Clearing Services, LLC
- James FayState Farm Investment Management Corp.
- Mark S. FendrickMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tatyana M. FieldsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paige FraaschGradient Investments, LLC
- Allen J. FraleyState Farm Investment Management Corp. · Chartered Financial Consultant
- Eric D. FroyenMML Investors Services, LLC
- Joseph GilesPfs Investments Inc.
- Ashley N. GilliamWells Fargo Clearing Services, LLC
- Shannon M. GreenMorgan Stanley
- Yvonne J. GurleyRaymond James Financial Services Advisors, Inc.
- James R. HaasHaas Investment Management LLC
- Katy M. HamptonMorgan Stanley
- Jessica J. HarrisFinancial Security Advisory Inc.
- James HeymanRaymond James Financial Services Advisors, Inc.
- James S. HicksMorgan Stanley
- Angela R. HoldenRaymond James Financial Services Advisors, Inc.
- Richard T. HoldenRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kirk G. HortonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Percy L. Hundley Jr.Lombard Advisers Incorporated
- Edward H. JamesMorgan Stanley
- Charles F. Jenks Jr.Financial Security Advisory Inc. · Certified Financial Planner, Chartered Financial Consultant
- Weiwei JinAmeriprise Financial Services, LLC · Certified Financial Planner
- Randi N. JohnsonEdward Jones
- Kevin J. JoyceFinancial Security Advisory Inc. · Chartered Financial Consultant
- John R. KaineMML Investors Services, LLC
- Steven F. KennedyLPL Financial LLC
- Najib A. KhanAmeriprise Financial Services, LLC
- Justin A. KingAmeriprise Financial Services, LLC
- James N. KlineWells Fargo Clearing Services, LLC
- Lars E. LassenMagnolia Lane Capital, LLC · Certified Financial Planner
- Curtis L. LassiterEdward Jones
- Robert T. Laufer Sr.LPL Financial LLC
- Ashley M. LavoieLPL Financial LLC · Certified Financial Planner
- Mallory L. LesterLPL Financial LLC
- Michael LibyEquitable Advisors, LLC
- Howard D. LiningerEdward Jones
- Claire M. LoveOsaic Wealth, Inc.
- Ryann J. MacluskieMorgan Stanley
- Amber C. MaroisAmeriprise Financial Services, LLC
- Adam G. MarrWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew C. MartinOsaic Wealth, Inc.
- Charles S. MasAmeriprise Financial Services, LLC
- John M. MasonMason & Associates, LLC · Certified Financial Planner
- Kenneth T. MasonMason & Associates, LLC
- Michael R. MasonMason & Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
- Tucker A. MasonWells Fargo Clearing Services, LLC
- Scott C. McCombsCambridge Investment Research Advisors, Inc.
- Melvin McFallMorgan Stanley · Certified Financial Planner
- Susan McLeanAmeriprise Financial Services, LLC · Certified Financial Planner
- Arturo R. MedinaMorgan Stanley
- Christina MichelsonEdward Jones
- Warren M. Miller IIValmark Advisers, Inc. · Chartered Financial Consultant
- Matthew G. MontgomeryMorgan Stanley
- Jonathan MounceCetera Investment Advisers LLC
- Karen S. MyersRaymond James Financial Services Advisors, Inc.
- Frank R. NickeyAmeriprise Financial Services, LLC
- David W. NoffsingerOsaic Wealth, Inc.
- Cynthia Y. NorrisCetera Investment Advisers LLC
- Charles A. NuttycombeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Graham A. NuttycombeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Leo K. O'ConnellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stefanie A. PerticoneTruist Advisory Services, Inc.
- Gertrude M. QuintoCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Benjamin E. RaikesMason & Associates, LLC · Certified Financial Planner
- Anderson C. ReamesRaymond James Financial Services Advisors, Inc.
- Alexis P. RiddickOsaic Institutions, Inc.
- James M. RileyPfs Investments Inc.
- Robert A. RoadarmelWells Fargo Clearing Services, LLC
- Susanne P. RobinsonWells Fargo Clearing Services, LLC
- Kendra L. RugaWells Fargo Clearing Services, LLC
- Christopher D. RugglesFirst Command Advisory Services
- Phillip F. SaundersJoss Brown Wealth Advisors
- Scott C. SchuettImpact Partnership Wealth, LLC
- Shannon L. SealeyCambridge Investment Research Advisors, Inc.
- Whitney J. SiglerAmeriprise Financial Services, LLC
- Charles R. Spencer IIIMorgan Stanley
- Edward G. SpencerMorgan Stanley
- Catherine G. SpringerMorgan Stanley
- Camela W. SteeleMorgan Stanley
- Judah StephensMorgan Stanley
- Joy M. Tamburri-MullinsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Margaret R. TaylorOsaic Institutions, Inc.
- Bonnie E. WalkerAmeriprise Financial Services, LLC
- Elizabeth A. WareLPL Financial LLC
- Corey P. WatsonAmeriprise Financial Services, LLC
- Hannah P. WeaverMorgan Stanley
- Nicholas A. WellbrockGradient Investments, LLC
- Jonathan C. WestMontgomery Capital Management, LLC
- Alan S. Witt Jr.LPL Financial LLC
- James A. WrightEdward Jones
- David WymanFirst Command Advisory Services
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 147Harrisonburg 123Falls Church 122Chesapeake 118Ashburn 105Fredericksburg 102Winchester 102Tysons Corner 86Herndon 70
Questions
How many financial advisors are in Newport News, VA?
125 investment adviser representatives are registered at firm offices in Newport News, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 106 of them are also registered as broker representatives, and 16 list the CFP designation.
Which firm has the most financial advisors in Newport News?
Morgan Stanley, with 19 registered advisors in Newport News, followed by Wells Fargo Clearing Services, LLC with 13.
How do I check a financial advisor in Newport News?
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.