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Top 30 financial advisors of 73 near 24523
Out of 400,000+ nationwide
Mark M
CFP®, Series 63, Series 65
M Oneta, VA
Edward Jones
Brian S
Series 63, Series 65, Series 66
Forest, VA
Fidelity
Brian Soistmann is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He assists clients in reviewing their complete financial situations and developing financial plans aimed at achieving their financial objectives. His approach emphasizes building trust and comfort with clients to support confident investment decisions based on well-developed plans. Brian's professional experience spans several roles and firms in the financial services industry. Before his current position, he served as an Investment Consultant and Financial Representative at Fidelity Investments between 2023 and 2024. He was Vice President and Financial Consultant at Charles Schwab from 2010 to 2011 and managed Soistmann Putney Asset Management as Managing Partner and Portfolio Manager from 2003 to 2010. Earlier in his career, Brian worked as a Financial Advisor at UBS from 1999 to 2003 and as a Financial Consultant at Merrill Lynch from 1996 to 1999.
Ryan K
CFP®, Series 66
Bedford, VA
Edward Jones
Chad C
Series 66
Bedford, VA
Edward Jones
Mark M
CFP®, Series 66
Bedford, VA
Edward Jones
Brian B
Series 66
Forest, VA
Edward Jones
Andrew K
Series 66
Forest, VA
Edward Jones
John M
Series 65
Forest, VA
City Capital Management L.L.C.
Jeffery B
Series 65, Series 66
Forest, VA
Bison Creek Wealth Management LLC
Seth D
Series 66
Forest, VA
NetAdvizor Wealth LLC
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Finding advisors...
Top 30 financial advisors of 73 near 24523
Out of 400,000+ nationwide