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Advisors near 23418
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John F
CFP®, Series 65
Onancock, VA
Financial Solutions
John Fiege is a CFP® and Series 65 credentialed financial advisor with 23 years of experience, serving as the sole advisor at Financial Solutions since 2003. He operates an independent, fee-only advisory firm based in Onancock, VA. Financial Solutions provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and municipal clients. The firm employs a long-term strategic asset allocation approach using a blend of passive and active investments, and it offers a range of services including pension consulting, educational seminars, and tax-preparation support.
Frank A
Series 63, Series 65, Series 66
Painter, VA
Investment Partners Asset Management
Sandi H
Series 63, Series 65
Exmore, VA
Kestra Private Wealth Services, LLC
Sandi Hickman is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She has previously worked at Truist Advisory Services and SunTrust Bank, with a career spanning over two decades in financial services. Hickman also serves as a registered assistant for Freedom Fiduciary Advisors and is a commissioned notary in Virginia. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of services including discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, supporting advisor decision-making with access to both in-house and third-party managed solutions.
Christopher D
Series 63
Onancock, VA
Kingswood Wealth Advisors, LLC
Christopher Doyle is a financial advisor at Kingswood Wealth Advisors, LLC with 38 years of industry experience. He holds a Series 63 designation and has worked at Kingswood Capital Partners, Benchmark Investments, Benchmark Advisory Services, and Securities America. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to clients' goals and risk tolerance while providing portfolio management, third-party manager oversight, and consulting services.
Willie R
Series 63, Series 66
Exmore, VA
Edward Jones
Brian E
CFP®, Series 63, Series 65
Accomac, VA
LPL Financial
Brian East is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2018. He has previously worked at Cadaret, Grant & Co., Inc. and maintains a long-standing association with Atlantic Commonwealth Advisors. Outside of his advisory work, he is involved in insurance agency activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, delivering both strategic and tactical portfolio options through a large network of investment adviser representatives.
James N
Series 66
Accomac, VA
Wells Fargo Clearing
James Newsom is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at ESO Arts Center and Robert W Young, CPA & Associates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Glen T
Series 66
Onley, VA
LPL Financial
Glen Tyler is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Kestra Financial, SunTrust Advisory Services, and SunTrust Investment Services. Tyler serves as a commissioner on the Accomack County Planning Commission. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Jeremy M
Series 66
Onley, VA
LPL Financial
Jeremy Meyer is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2011, with a three-year period at Kestra Investment Services, LLC between 2016 and 2019. Outside of his advisory role, he serves as a girls high school lacrosse official. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.
Ann N
Series 63
Accomac, VA
Wells Fargo Clearing
Ann Newsom Justis is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.
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Advisors near 23418
Out of 400,000+ nationwide