Financial ADVSR advisor directory · SEC adviser records
The Ascent Group, LLC financial advisors in Virginia Beach, VA
Every SEC-registered investment adviser representative at a The Ascent Group, LLC office in Virginia Beach, A to Z.
The short answer
10 registered advisors work at The Ascent Group, LLC in Virginia Beach, out of 19 at the firm nationwide; it ranks number 17 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.
The Ascent Group, LLC advisors in Virginia Beach, A to Z
Every The Ascent Group, LLC advisor →- Mark S. BatzelAlso a broker rep
- Ashley D. GallerAlso a broker rep
- Kristina HoardAlso a broker rep
- Michael J. Moss Jr.Certified Financial Planner · Also a broker rep
- Colin RagsdaleInvestment adviser rep
- Jeffrey M. SilvermanInvestment adviser rep
- Craig M. StanleyAlso a broker rep
- David W. StockmeierAlso a broker rep
- Lieren M. TimeusCertified Financial Planner · Also a broker rep
- Caitlin M. WestAlso a broker rep
The Ascent Group, LLC advisors in every city and state →The Ascent Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
The Ascent Group, LLC advisors in other cities
Other firms in Virginia Beach
All Virginia Beach advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 33Wells Fargo Clearing Services, LLC 32Davenport & Company LLC 29LPL Financial LLC 29MML Investors Services, LLC 28Raymond James Financial Services Advisors, Inc. 26Strategic Advisers LLC 25Ameriprise Financial Services, LLC 24Cambridge Investment Research Advisors, Inc. 23Morgan Stanley 22Raymond James & Associates, Inc. 21Edward Jones 19
Questions
How many financial advisors does The Ascent Group, LLC have in Virginia Beach?
10 investment adviser representatives are registered at The Ascent Group, LLC offices in Virginia Beach, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.
Is The Ascent Group, LLC one of the largest advisor employers in Virginia Beach?
The Ascent Group, LLC ranks number 17 in Virginia Beach by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 33.
How do I check a The Ascent Group, LLC advisor in Virginia Beach?
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 The Ascent Group, 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.