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Financial ADVSR advisor directory · SEC adviser records

American Financial Planning, Inc. financial advisors in Roanoke, VA

Every SEC-registered investment adviser representative at a American Financial Planning, Inc. office in Roanoke, A to Z.

The short answer

3 registered advisors work at American Financial Planning, Inc. in Roanoke, out of 4 at the firm nationwide; it ranks number 24 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

American Financial Planning, Inc. advisors in Roanoke, A to Z

Every American Financial Planning, Inc. advisor →

American Financial Planning, Inc. advisors in every city and state →Advisor Moves: who changed firms this week →

American Financial Planning, Inc. advisors in other cities

Yorktown, VA 1

Other firms in Roanoke

All Roanoke advisors →

Wells Fargo Clearing Services, LLC 45Equitable Advisors, LLC 22Davenport & Company LLC 20LPL Financial LLC 20Equity Services, Inc. 17Commonwealth Financial Network 15Edward Jones 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Truist Advisory Services, Inc. 14Morgan Stanley 12Ameriprise Financial Services, LLC 10Janney Montgomery Scott LLC 10

Questions

How many financial advisors does American Financial Planning, Inc. have in Roanoke?

3 investment adviser representatives are registered at American Financial Planning, Inc. offices in Roanoke, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is American Financial Planning, Inc. one of the largest advisor employers in Roanoke?

American Financial Planning, Inc. ranks number 24 in Roanoke by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 45.

How do I check a American Financial Planning, Inc. advisor in Roanoke?

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 American Financial Planning, Inc. 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.