Financial ADVSR advisor directory · SEC adviser records
Covenant Wealth Advisors financial advisors in Richmond, VA
Every SEC-registered investment adviser representative at a Covenant Wealth Advisors office in Richmond, A to Z.
The short answer
11 registered advisors work at Covenant Wealth Advisors in Richmond, out of 12 at the firm nationwide; it ranks number 32 in the city by advisors. 8 list the CFP designation and 0 are also registered broker representatives.
Covenant Wealth Advisors advisors in Richmond, A to Z
Every Covenant Wealth Advisors advisor →- Aidan BannerInvestment adviser rep
- Andrew N. CasteelCertified Financial Planner
- Katherine S. FonvilleInvestment adviser rep
- Mark R. FonvilleCertified Financial Planner
- Walter S. HurtCertified Financial Planner
- Cameron A. MalekutiInvestment adviser rep
- Rosana NguyenCertified Financial Planner
- Jacob D. PrestonCertified Financial Planner
- Eric P. ScruggsCertified Financial Planner
- Adam K. SmithCertified Financial Planner
- Megan W. WatersCertified Financial Planner
Covenant Wealth Advisors advisors in every city and state →Covenant Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Covenant Wealth Advisors advisors in other cities
Other firms in Richmond
All Richmond advisors →Davenport & Company LLC 148Wells Fargo Clearing Services, LLC 113Truist Advisory Services, Inc. 79Morgan Stanley 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 42Raymond James & Associates, Inc. 38Wells Fargo Advisors Financial Network, LLC 34Ameriprise Financial Services, LLC 30LPL Financial LLC 27Riverfront Investment Group, LLC 27The London Company Of Virginia 24Janney Montgomery Scott LLC 22
Questions
How many financial advisors does Covenant Wealth Advisors have in Richmond?
11 investment adviser representatives are registered at Covenant Wealth Advisors offices in Richmond, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Is Covenant Wealth Advisors one of the largest advisor employers in Richmond?
Covenant Wealth Advisors ranks number 32 in Richmond by registered advisors; Davenport & Company LLC has the most, with 148.
How do I check a Covenant Wealth Advisors advisor in Richmond?
Each advisor below links to a profile with their registrations, exams, designations 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 Covenant Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.