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Andrea Lynn Broughton

SBK Financial, Inc.

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About Andrea Lynn Broughton

Andrea Lynn Broughton is a registered investment advisor representative with SBK Financial, Inc. in Richmond, Virginia. Andrea has been in the financial services industry since 2003. Andrea's areas of expertise include portfolio management for individuals, selection of other advisors, and tax preparation and planning. Andrea also holds the Series 65 license.

Firm Information

Andrea Broughton is currently registered with SBK Financial, Inc.. SBK Financial, Inc. is an investment advisor registered with the SEC and located in RICHMOND, VA. They manage approximately $1,134,816,590 in assets for 1,315 clients. They offer portfolio management for individuals and provide other services such as financial planning, tax preparation and planning, and selection of other advisors. Their client base includes high net worth individuals, individuals other than high net worth, and charitable organizations.
SBK Financial, Inc.

1001 HAXALL POINT

RICHMOND, VA 23219

$1.13B

Assets Under Management

10

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation & planning

Tax preparation & planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea Broughton’s Registration & Firm History

VA

07/20/2005 - Present

SBK Financial, Inc. (RICHMOND VA)

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Licenses & Designations

IA

Issued 06/27/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea Lynn Broughton.
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