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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wakefield, VA

Every SEC-registered investment adviser representative at a firm office in Wakefield, with the firms that employ the most of them.

The short answer

1 registered advisors work in Wakefield; the most are at Equitable Advisors, LLC (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Wakefield

FirmAdvisors in Wakefield
Equitable Advisors, LLC news1

Advisors in Wakefield, A to Z

Search all of Virginia →

Other cities in Virginia

All of Virginia →

Richmond 1,411McLean 664Vienna 624Virginia Beach 588Alexandria 403Reston 402Roanoke 380Glen Allen 338Fairfax 327Charlottesville 297Norfolk 263Arlington 249Midlothian 238Williamsburg 230Leesburg 170Lynchburg 158Newport News 142Harrisonburg 139Falls Church 138Chesapeake 126Ashburn 116Fredericksburg 114Winchester 109Tysons Corner 96

Questions

How many financial advisors are in Wakefield, VA?

1 investment adviser representatives are registered at firm offices in Wakefield, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Wakefield?

Equitable Advisors, LLC, with 1 registered advisors in Wakefield.

How do I check a financial advisor in Wakefield?

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.