Financial ADVSR advisor directory · SEC adviser records
Focus Partners Wealth, LLC financial advisors in Richmond, VA
Every SEC-registered investment adviser representative at a Focus Partners Wealth, LLC office in Richmond, A to Z.
The short answer
5 registered advisors work at Focus Partners Wealth, LLC in Richmond, out of 952 at the firm nationwide; it ranks number 46 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Focus Partners Wealth, LLC advisors in Richmond, A to Z
Every Focus Partners Wealth, LLC advisor →- Lee C. BattenInvestment adviser rep
- Jeff D. DonhamCertified Financial Planner
- Matthew D. EflandInvestment adviser rep
- Jeremy K. KuhlenCertified Financial Planner
- Lisa C. LongestInvestment adviser rep
Focus Partners Wealth, LLC advisors in every city and state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Focus Partners Wealth, LLC advisors in other cities
St. Louis, MO 151Chicago, IL 53Atlanta, GA 32Boston, MA 30Deerfield, IL 27Scottsdale, AZ 22Clayton, MO 21Wellesley, MA 21Menlo Park, CA 19Nashville, TN 17Denver, CO 16Indianapolis, IN 15New York, NY 15Seattle, WA 15Westport, CT 15
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 Focus Partners Wealth, LLC have in Richmond?
5 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in Richmond, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 952 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Focus Partners Wealth, LLC one of the largest advisor employers in Richmond?
Focus Partners Wealth, LLC ranks number 46 in Richmond by registered advisors; Davenport & Company LLC has the most, with 148.
How do I check a Focus Partners Wealth, LLC 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 Focus Partners Wealth, LLC 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.