Advisor at Financial Advisors of Virginia
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Advisors of Virginia
Location
Midlothian, VA 23114
Credentials
Series 63, Series 65
Industry experience
31 years
Peter Brearley is a financial advisor with Financial Advisors of Virginia, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Osaic Wealth, Inc. and Securities America, Inc., along with a long tenure at Financial Advisors of Virginia and Securities Service Network, Inc. He is also engaged in selling health, long-term care, and life insurance. Financial Advisors of Virginia is an independent, state-registered firm serving individuals, small businesses, trusts, and estates. The firm offers personalized financial planning and investment management with a focus on customized portfolios using strategic asset allocation, a buy-and-hold approach, and non-discretionary account management.
Based on Financial Advisors of Virginia
Retainer agreements negotiated fixed fee covering all asset management and planning services
$0 - $99,999: 1.5% $100,000 - $499,999: 1.0% $500,000 - $999,999: 0.75% $1,000,000+: 0.5%
Clerical work $50/hour; Professional services $150/hour
Fee-only: Negotiated fees for financial planning services; example ranges: Basic planning $250 to $500; Advanced planning $500 to $1000; Retainer agreements negotiated fixed fee; Hourly rates $50 for clerical, $150 for professional services
13431 Mitford Drive
Midlothian, VA 23114
Virginia
OSAIC
2024 - Present (2 years)
Securities America, Inc.
2020 - 2024 (4 years)
Financial Advisors Of Virginia, Llc
1998 - Present (28 years)
Securities Service Network, Inc.
1998 - 2020 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Moseley, VA
Empire Wealth Management, LLC
Series 63, Series 66
Mechanicsville, VA
Rise Wealth Partners LLC
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Series 63, Series 65
Powhatan, VA
Manektala Investment Advisory Services Inc.
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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