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Financial ADVSR advisor directory · SEC adviser records

Wealthcrossing financial advisors in Richmond, VA

Every SEC-registered investment adviser representative at a Wealthcrossing office in Richmond, A to Z.

6 registered advisors work at Wealthcrossing in Richmond, out of 6 at the firm nationwide; it ranks number 41 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Wealthcrossing advisors in Richmond, A to Z

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Wealthcrossing advisors in every city and state →Wealthcrossing: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Wealthcrossing have in Richmond?

6 investment adviser representatives are registered at Wealthcrossing offices in Richmond, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Wealthcrossing one of the largest advisor employers in Richmond?

Wealthcrossing ranks number 41 in Richmond by registered advisors; Davenport & Company LLC has the most, with 148.

How do I check a Wealthcrossing 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 Wealthcrossing 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.