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Financial ADVSR advisor directory · SEC adviser records

Apella Wealth financial advisors in Williamsburg, VA

Every SEC-registered investment adviser representative at a Apella Wealth office in Williamsburg, A to Z.

2 registered advisors work at Apella Wealth in Williamsburg, out of 105 at the firm nationwide; it ranks number 14 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Apella Wealth advisors in Williamsburg, A to Z

Every Apella Wealth advisor →

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

Apella Wealth advisors in other cities

West Hartford, CT 56Mt. Pleasant, SC 5Bellevue, WA 4Wyomissing, PA 4Costa Mesa, CA 3Larkspur, CA 3Reston, VA 3Chicago, IL 2Johnston, IA 2Lake Oswego, OR 2Lenox, MA 2Annapolis, MD 1Arlington, VA 1Atlanta, GA 1Atlantic Beach, NY 1

Other firms in Williamsburg

All Williamsburg advisors →

Wells Fargo Clearing Services, LLC 24LPL Financial LLC 22Morgan Stanley 19Raymond James Financial Services Advisors, Inc. 19Davenport & Company LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Truist Advisory Services, Inc. 11Pfs Investments Inc. 10Commonwealth Financial Network 6Edward Jones 5Bay Rivers Group Wealth Partners 4Cetera Investment Advisers LLC 4

Questions

How many financial advisors does Apella Wealth have in Williamsburg?

2 investment adviser representatives are registered at Apella Wealth offices in Williamsburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 105 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Apella Wealth one of the largest advisor employers in Williamsburg?

Apella Wealth ranks number 14 in Williamsburg by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 24.

How do I check a Apella Wealth advisor in Williamsburg?

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 Apella Wealth 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.