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Advisors near 24450

Out of 400,000+ nationwide

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Neil T

Series 63, Series 66

Lexington, VA

Treger & Associates

Wealth management Cash flow / budgeting
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Stephen H

CFA®, Series 63

Lexington, VA

Indivisible Partners

Annuities
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Frank F

Series 63, Series 65

Lexington, VA

StoneX Advisors Inc.

ESG / Sustainable investing
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Jacklynn L

Series 65

Buena Vista, VA

Focus Partners Wealth, LLC

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Dentist Executive
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Pamela C

Series 63, Series 65

Buena Vista, VA

Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Fonda C

Series 63, Series 65

Lexington, VA

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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George D

Series 66

Lexington, VA

Edward Jones

Equity Recipients (RS/RSU, SOP, ESPP) Financial Professional Values-based investing Religious/faith focused
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Michael M

Series 66

Lexington, VA

Wells Fargo Clearing

Retired Founder/Business Owner
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Catherine C

Series 66

Lexington, VA

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Samuel S

CFP®, Series 66

Lexington, VA

Edward Jones

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