SHORTCUTS

529 Plan Details:

Enter your state:

World's Simplest College Calculator:

How old is your child?

Find a 529 Pro:

Enter your zip code:

Enroll In a 529 Plan:

View a list of participating plans

OPTIONS

529 PLANS

Find a Financial Professional


Search results for: Ashburn, Virginia 20146 (Based on your IP address)

You may contact any of the listed professionals to inquire about their professional services and, if applicable, their minimum asset requirements for new client acceptance. Please note, they are not a resource for free advice.

PLATINUM Financial Professional
Jason King CFP®, APMA, NASD Series 4, 6, 7, 9, 10, 31, 63, 65, & Life & Health
Managing Director
Ameriprise Financial Services, Inc.
102.2 miles
Contact Info:
Two James Center
1021 East Cary Street, Suite 1001
Richmond, VA 23219
Licensed/Registered in:
AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, KY, ME, MD, MA, MI, MN, MS, NH, NJ, NY, NC, OH, OR, PA, RI, SC, TN, TX, VA, WV, WI
Tested on: 2005-07-16
CA Insurance #0I22959
PLATINUM Financial Professional
President
21st Century Securities
278.5 miles
Contact Info:
2475 Harlem Road
Cheektowaga, NY 14225
Licensed/Registered in:
CA, CO, FL, GA, IL, MD, MI, NH, NJ, NM, NY, NC, OR, SC, UT, VA
GOLD Financial Professional
Weatlh Manager
Allegiance Financial Group LLC
13.9 miles
Contact Info:
374 Maple Ave E Suite 204
Vienna, VA 22180
Licensed/Registered in:
AZ, CA, CO, DC, FL, GA, IL, MD, MA, NY, NC, OK, SC, TX, VA, WA, WV, WI
Tested on: 2005-06-20
Feel free to contact one of our managing partners, Shawn Williamson CFP®, or Assaf Pinchas, CFP®.
Securities are offered through The Strategic Financial Alliance, member FINRA/SIPC. Investment advisory services are offered through Acorn Financial Advisory Services an SEC Registered Investment Adviser. Allegiance Financial Group, SFA, and AFAS are unaffiliated.
GOLD Financial Professional
Marguerita Cheng RICP, CRPC, CFP
CEO
Blue Ocean Global Wealth
13.3 miles
Contact Info:
9841 Washingtonian Blvd #200
Gaithersburg, MD 20878
Licensed/Registered in:
AL, DC, FL, MD, NY, PA, VA
Marguerita M. Cheng is passionate about ensuring that her clients have clarity and confidence about planning for their financial future.
Securities offered through Private Client Services, LLC. Member FINRA | SIPC. Home office located at 2225 Lexington Road, Louisville, KY 40206-2818. Phone: (502) 451-0600. Advisory products and services offered through Blue Ocean Global Wealth, a Registered Investment Advisor. Private Client Services, LLC and Blue Ocean Global Wealth are not affiliated entities.
GOLD Financial Professional
Tax Manager
Hertzbach & Company
17 miles
Contact Info:
5804 Melvern drive
bethesda, MD 20817
Licensed/Registered in:
VA
GOLD Financial Professional
Advisor
Stages Financial Group, LLC
76 miles
Contact Info:
221 West Philadelphia Street
York, PA 17401
Licensed/Registered in:
AL, CO, CT, MD, NY, NC, PA, VA
Full-service planning and investment management firm focusing on the values and goals of our clients first.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisor, Inc., a Registered Investment Advisor. Financial Planning Services offered through Stages Planning Group, LLC, a Registered Investment Advisor. The Stages Companies and Cambridge are not affiliated.
GOLD Financial Professional
Stephen Kutlenios Certified College Funding Specialist, Certified Financial Planner, Chartered Financial Analyst®
Financial Advisor
Allegheny Financial Group
173.2 miles
Contact Info:
811 Camp Horne Road
Pittsburgh, PA 15237
Licensed/Registered in:
AZ, CA, CT, FL, GA, HI, ID, IN, IA, ME, MD, MI, MO, NH, NJ, NY, NC, OH, PA, SC, TX, VA, WV
Steve Kutlenios is a CERTIFIED FINANCIAL PLANNER practitioner, Chartered Financial Analyst and Certified College Planning Specialist®, who has bee...
Read More
Securities offered through Allegheny Investments, LTD, a registered broker/dealer. Member FINRA/SIPC.
GOLD Financial Professional
Sr. Financial Consultant
New Century Investor Services
180 miles
Contact Info:
1249 South River Road
Cranbury, NJ 08512
Licensed/Registered in:
MD, MA, NH, NJ, NC, PA, VA
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. New Century Investor Services is not affiliated with Kestra IS or Kestra AS.
GOLD Financial Professional
Financial Cosultant
AXA Advisors
199.7 miles
Contact Info:
10 Madison Av, 2nd Fl
Morristown, NJ 07960
Licensed/Registered in:
CA, CO, CT, FL, IA, MD, MA, NJ, NY, NC, OH, PA, VA, WA
Tested on: 2015-09-02
Deron P. Kennedy, CFA is a financial consultant with AXA's Morristown office. A specialty of his practice is helping families develop strategies to ad...
Read More
AGE 101387 (2/15) (Exp 2/17) Deron Kennedy is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in PR as AXA Network of Puerto Rico, Inc. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.
GOLD Financial Professional
Karl M Anderson CFP®, CPM®
Senior Portfolio Manager, Vice President, Financial Advisor
Morgan Stanley Wealth Management
262.2 miles
Contact Info:
90 Grove Street, Suite 204
Ridgefield, CT 06877
Licensed/Registered in:
AL, AZ, CA, CO, DC, FL, GA, IL, IN, LA, ME, MD, MI, MO, MT, NE, NV, NH, NJ, NY, NC, OH, TN, TX, VA, WA, WI
Tested on: 2014-09-17
Morgan Stanley Smith Barney LLC, Member FINRA, SIPC.
GOLD Financial Professional
Brian Vendig CPA, CGMA
President and Managing Executive
MJP Wealth Advisors
307.2 miles
Contact Info:
790 Farmington Avenue, Bldg 3
Farmington, CT 06032
Licensed/Registered in:
AZ, CA, CO, FL, GA, IL, IN, MD, MA, NE, NH, NC, OH, SC, SD, VT, VA, WA
MJP Wealth Advisors is a comprehensive wealth management firm that helps individuals plan for their financial needs now and into retirement. Founded i...
Read More
Disclosure: Securities offered through Royal Alliance Associates, Inc., Member FINRA & SIPC. Investment advisory and insurance services offered through MJP Associates, Inc., an SEC Registered Investment Advisor, not affiliated with Royal Alliance Associates, Inc.
GOLD Financial Professional
Jason Stubbings Private Wealth Manangement
Vice President
Robert W. Baird
453.3 miles
Contact Info:
25 Calhoun Street, Suite 200
Charleston, SC 29401
Licensed/Registered in:
AZ, CA, CO, DE, FL, GA, IN, LA, MD, MI, NH, NJ, NY, NC, OH, PA, RI, SC, VA, WI
Tested on: 2016-09-06
What makes Jason Different?- I provide Life Event planning services- Wealth Management process over product- Customize...
Read More
©2016 Robert W. Baird & Co. Member NYSE. Member SIPC. Robert W. Baird & Co. does not offer tax or legal advice. First use: 1/2016
GOLD Financial Professional
Karl M Anderson CFP®, CPM®
Senior Portfolio Manager, Vice President, Financial Advisor
Morgan Stanley Wealth Management
611 miles
Contact Info:
411 E Wisconsin Ave, Suite 2200
Milwaukee, WI 53202
Licensed/Registered in:
AL, AZ, CA, CO, DC, FL, GA, IL, IN, LA, ME, MD, MI, MO, MT, NE, NV, NH, NJ, NY, NC, OH, TN, TX, VA, WA, WI
Tested on: 2014-09-17
Morgan Stanley Smith Barney LLC, Member FINRA, SIPC.
GOLD Financial Professional
Derek Pilecki CFA, MBA
Portfolio Manager
Gator Capital Management
817.4 miles
Contact Info:
100 S Ashley Dr Ste 895
Tampa, FL 33602
Licensed/Registered in:
CA, FL, TX, VA
We want to help you pick a low-fee 529 Plan. Then, we'll help you select your investment strategy within the 529. We do not charge fees or earn commis...
Read More
GOLD Financial Professional
Clint Haynes CFP®
Founder, Financial Planner
NextGen Wealth
910 miles
Contact Info:
405 SW Waterfall Ct
Lee's Summit, MO 64081
Licensed/Registered in:
KS, MA, MO, OK, OR, TX, VA, WA
We specialize in comprehensive financial planning, with an emphasis on college planning, for individuals who are currently in the savings stage for co...
Read More
GOLD Financial Professional
Owner/Principal
Planned Wealth Consultants
2284.5 miles
Contact Info:
3655 Torrance Blvd., Suite 400
Torrance, CA 90503
Licensed/Registered in:
AZ, CA, GA, MI, OR, PA, TX, VA, WA
Tested on: 2004-09-25
Registered Principal offering securities through SagePoint Financial, Inc., Member FINRA & SIPC. Investment advisory services offered through Planned Wealth Consultants, a registered investment advisor not affiliated with SagePoint Financial, Inc. Fixed and/or Traditional Insurance Services offered through GPF Insurance Services (GPFIS). GPFIS is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. CA Insurance Lic. 0829133.

Financial Professional Search

ZIP CODE:
OR CITY:
STATE:

Additional Information

»Questions you may have about the Directory
»Please read the Find a Financial Professional disclaimer here.
»Tips for selecting a financial professional

Professionals

» Interested in becoming listed in the Directory of Financial Professionals?

 

Reset email successfully sent.
Please check your inbox.

Close