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Qualifications of Financial Advisor in Winchester

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Financial Advisors in Winchester, Virginia
Financial Advisor Office Location Phone Number
Gian Deguzman,
Financial Engines Advisors, LLC
1900 Campus Commons Drive,
Reston, VA  20191
8100 Boone Boulevard Suite 640,
Vienna, VA  22182
(800) 822-1461
(703) 288-6988
Brad Garner,
Financial Engines Advisors, LLC
1 Research Court Suite 450,
Rockville, MD  20850
(301) 963-1000
Ken Grier,
Financial Engines Advisors, LLC
2331 Mill Road,
Alexandria, VA  22314
(800) 822-1461

Information on Qualified Financial Advisors in Winchester

Qualifications CRD# 5298082
FirmCRD# 104510
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 1900 Campus Commons Drive,
Reston,
VA 
20191


8100 Boone Boulevard Suite 640,
,
Vienna,VA  22182

Phone Number (800) 8221461

(703) 2886988

Joined Financial Engines in 2018. Began his career in the financial services industry in 2011. Successfully completed the Series 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attends George Mason University studying Communications. Married to Guadalupe. They have two children: Jayden and Anthony. Gian enjoys reading, movies, traveling, and spending time with his kids.

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# 4862499
FirmCRD# 104510
Series 6, 7, 31, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 1 Research Court Suite 450,
Rockville,
MD 
20850

Phone Number (301) 9631000

Joined Financial Engines in 2016. Began his career in the financial services industry in 2004. Successfully completed the Series 6, 7, 31, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's degree in Finance from North Carolina State University. Married to Sharon. They have one child: Sadie Margaret. Brad enjoys golfing, travel, biking, spending time with his wife and daughter, and is also an avid sports fan.

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# 5660826
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 2331 Mill Road,
Alexandria,
VA 
22314

Phone Number (800) 8221461

Joined Financial Engines in 2012. Began his career in the financial services industry in 2009. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Member of the Chesterfield Chamber of Commerce. Hometown is Richmond, VA. Married to Stacey. They have one child: Leighton. Ken enjoys market history and research, traveling, range/target shooting, tennis, and carpentry projects on his more than 100 year old home.

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).



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