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Financial ADVSR advisor directory · SEC adviser records

Peakvalley Wealth, LLC financial advisors in Roanoke, VA

Every SEC-registered investment adviser representative at a Peakvalley Wealth, LLC office in Roanoke, A to Z.

The short answer

4 registered advisors work at Peakvalley Wealth, LLC in Roanoke, out of 4 at the firm nationwide; it ranks number 22 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Peakvalley Wealth, LLC advisors in Roanoke, A to Z

Every Peakvalley Wealth, LLC advisor →

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

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 Peakvalley Wealth, LLC have in Roanoke?

4 investment adviser representatives are registered at Peakvalley Wealth, LLC offices in Roanoke, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Peakvalley Wealth, LLC one of the largest advisor employers in Roanoke?

Peakvalley Wealth, LLC ranks number 22 in Roanoke by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 45.

How do I check a Peakvalley Wealth, LLC 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 Peakvalley 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.