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Find Top Financial Advisors in Richmond


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Qualifications of Financial Advisor in Richmond

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Richmond, Virginia
Financial Advisor Office Location Phone Number
Daniel R. Hill, CFP®, AIF®,
Prudent Investor Wealth Management, LLC
10800 Midlothian Turnpike,
Richmond, VA  23235
(804) 897-3919
Darius McMillan,
Financial Engines Advisors, LLC
3957 Westerre Pkwy,
Richmond, VA  23233
(804) 523-4555
Clayton W. James, CFM,
Jamestowne Investments
263 McLaws Circle, Suite 101,
Williamsburg, VA  23185
(757) 941-5150
Neal Richards,
Financial Engines Advisors, LLC
11815 Fountain Way,
Newport News, VA  23606
(757) 201-7444

Information on Qualified Financial Advisors in Richmond

Qualifications CRD# 2373006
Series 65

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 10800 Midlothian Turnpike,
Suite 204,
Richmond,
VA 
23235
Phone Number (804) 8973919

About Prudent Investor Wealth Management, LLC

In any successful relationship, TRUST is essential. When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. Our Firm knows and understands the serious consequences that can happen when people receive biased advice. For this reason, Prudent Investor Wealth Management, LLC, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.



Qualifications CRD# 6136223
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 3957 Westerre Pkwy,
Suite 120,
Richmond,
VA 
23233
Phone Number (804) 5234555

Joined Financial Engines in 2015. Began his career in the financial services industry in 2012. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Bachelor's degree in Business Administration from the University of Richmond. Was a Captain and All American for the University of Richmonds varsity football team. Darius enjoys weight lifting, golfing, and spending time with family.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4565333
FirmCRD# 10740
Series 7, 31, 63 SIE


Office Location 263 McLaws Circle, Suite 101,
Suite 101,
Williamsburg,
VA 
23185
Phone Number (757) 9415150

Clayton has been a registered financial adviser since 2003. He has earned the Accredited Asset Management Certificate (AAMS) and the Certified Financial Manager Certificate (CFM) from the College of Financial Planning. Clayton graduated from Hampden-Sydney College with a Bachelor of Science degree in Mathematical Economics. There he earned membership into the Omicron Delta Kappa honors and leadership Society, served as captain of the football team and served as president of his Fraternity - The Kappa Alpha Order. Clayton holds his Series 7, 66, 35 and health, life and annuity licenses. His primary focus is working with families, small business owners, and private endowments and trusts to ensure investment assets are fully diversified, have core asset allocation principals, generate income, and have the protection characteristics needed to provide both growth and longevity. Clayton actively participates as an instructor in multiple area adult education and life-long learning programs. He is presently a course instructor at The College of William & Mary through the Christopher Wren Society and with Rappahannock Community College's Life Long Learning program.

About Jamestowne Investments

Jamestowne Investments, LLC is headquartered in Williamsburg, VA. With access to multiple investment product platforms and with world class research, we are able to offer clients a full service investment management relationship. We have been in the investment business and designated as a Certified Financial Manager since 2003. Our team takes great pride in helping individual investors, families, trusts and small businesses and corporations successfully achieve their financial goals. We are a full-service firm and we have partnered with two of the industry's best and most respected organizations - Prospera Financial and First Clearing, LLC. Through these partnerships, we are able to offer a wide range of financial products and services to investors of all size and experience levels. Please call us if you have any questions about our firm or the range of financial products and services we provide. A list of some of the products and services we provide are as follows: Investment Services: General Securities, ETF's, and Mutual Funds Institutional Execution Registered Investment Advisory Alternative Investments Planning: Retirement Educational Financial / Income Estate Risk Management: Life Insurance Annuities Long-term Care Insurance



Qualifications CRD# 3076587
FirmCRD# 104510
Series 7, 9, 10, 63

Compensation/Fee I am a Fee-Based financial professional


Office Location 11815 Fountain Way,
Suite 300,
Newport News,
VA 
23606
Phone Number (757) 2017444

Joined Financial Engines in 2017. Began his career in the financial services industry in 1998. Successfully completed the Series 7, 9, 10, and 63 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attended Morgan State University earning a Bachelor’s degree in Marketing. Has three children: Neal, Samuel and Miles who he enjoys spending quality time with.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Richmond, Virginia
Thompson Davis Asset Management Richmond, VA
Davenport & Company Llc Richmond, VA