Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Stephens City, VA
Every SEC-registered investment adviser representative at a firm office in Stephens City, with the firms that employ the most of them.
6 registered advisors work in Stephens City; the most are at Edward Jones (3). 4 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Stephens City
| Firm | Advisors in Stephens City |
|---|---|
| Edward Jones news | 3 |
| Commonwealth Financial Network news | 1 |
| First Advisors National, LLC | 1 |
| Thrivent Investment Management Inc. | 1 |
Advisors in Stephens City, A to Z
CFP advisors in Stephens City →- Jaye A. BeringerThrivent Investment Management Inc.
- Erin DrumhellerEdward Jones · Certified Financial Planner
- Robert T. Harris Jr.Edward Jones
- Sara K. LasherCommonwealth Financial Network · Certified Financial Planner
- Stephen J. LockeFirst Advisors National, LLC · Certified Financial Planner, Chartered Financial Consultant
- Corey J. SeymourEdward Jones · Certified Financial Planner
Other cities in Virginia
All of Virginia →Richmond 1,274McLean 622Vienna 570Virginia Beach 533Reston 368Alexandria 360Roanoke 336Glen Allen 300Fairfax 295Charlottesville 272Norfolk 242Arlington 224Midlothian 223Williamsburg 207Leesburg 149Lynchburg 147Newport News 125Harrisonburg 123Falls Church 122Chesapeake 118Ashburn 105Fredericksburg 102Winchester 102Tysons Corner 86
Questions
How many financial advisors are in Stephens City, VA?
6 investment adviser representatives are registered at firm offices in Stephens City, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Stephens City?
Edward Jones, with 3 registered advisors in Stephens City, followed by Commonwealth Financial Network with 1.
How do I check a financial advisor in Stephens City?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.