Victoria Waters
Advisor at Edward Jones
Updated today
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
Edward Jones
Location
Port Wentworth, GA 31407
Credentials
Series 66
Industry experience
17 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Wealth management
General estate planning guidance
Work history
Edward Jones
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Erica W
Series 66
Okatie, SC
Edward Jones
Jeremy H
Series 66
Springfield, GA
Edward Jones
Veronica V
Series 66
Pooler, GA
Edward Jones
Gary M
CFP®, Series 66
Savannah, GA
Edward Jones
Ryan W
Series 66
Rincon, GA
Edward Jones
Richard S
Series 63, Series 66
Hardeeville, SC
Fidelity
Richard Schnurr serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments in various roles since 2015, including Financial Consultant, Investment Consultant, and Retirement Solutions Consultant. His professional experience encompasses advising clients on financial strategies that focus on tax efficiency, legacy planning, and goal-based needs. In his role, Richard advocates for clients and their families, aiming to support them in achieving financial freedom. He emphasizes building relationships based on trust and integrity. Outside of his professional responsibilities, Richard enjoys family activities, football, golf, hiking, outdoor adventures, and traveling.
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