Years of Experience
5-20+ Years
ROANOKE, VA
32 Years Experience
2 Disclosures
ADVISOR BIO
A Carlis Carroll is an investment advisor representative with Geneos Wealth Management, Inc., located in Roanoke, Virginia. A Carlis Carroll has been in the industry for 29 years and is licensed to offer investment advice in Florida and Virginia. They have a Series 7, Series 63, and Series 65 licenses. A Carlis Carroll has worked with various insurance carriers for fixed annuities and also has a DBA under Advanced Financial Solutions. They primarily serve individuals, corporations and charitable organizations with a focus on financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
Salem, VA
0 Disclosures
ADVISOR BIO
Aaron Michael Nolan is a financial advisor who has been in the industry since 2018. Aaron is a Certified Financial Planner, and holds the Securities Industry Essentials Examination. Aaron is registered with PYA Waltman Capital, LLC in Tennessee and Virginia, and is active in both states. Aaron's experience includes working for Horizon Financial Solutions, Liberty University and PYA Waltman Capital, LLC. Aaron is located in Salem, VA and is currently employed by PYA Waltman Capital, LLC.
SPECIALIZATIONS
GLEN ALLEN, VA
28 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Smith is a financial advisor with over 25 years of experience in the financial industry. Aaron is currently registered with Centaurus Financial, Inc. and holds multiple licenses including Series 6, 7, 26, 63 and 65. Aaron has a passion for educating and empowering individuals with their financial lives, as evidenced by his published books, radio show, and work as an educator for federal employees. Aaron is an active member of the financial community and is committed to providing his clients with the highest level of service.
SPECIALIZATIONS
Alexandria, VA
1 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Radtke is a financial advisor at Edward Jones. Aaron has been in the financial services industry for over 19 years. Aaron is registered with FINRA as a Registered Representative and holds the Series 66, 7TO and SIE licenses. Aaron has also been a Chartered Financial Consultant since 2023.
SPECIALIZATIONS
VIRGINIA BEACH, VA
14 Years Experience
1 Disclosures
ADVISOR BIO
Aaron Petty is a registered representative with United Planners' Financial Services of America A Limited Partner, with an office located in Virginia Beach, VA. Aaron has been in the financial services industry since 2011. Aaron holds the Series 7 and Series 66 licenses and the SIE exam. Aaron is also licensed to offer insurance services.
SPECIALIZATIONS
FAIRFAX, VA
0 Disclosures
ADVISOR BIO
Aaron Kirkland is a financial advisor at Edelman Financial Engines, with over a decade of experience in the financial industry. Aaron holds the Series 66, SIE, and Series 7 licenses. Aaron is registered to provide investment advice in Virginia and Texas. Prior to joining Edelman Financial Engines, Aaron worked as a financial advisor at Charles Schwab & Co., Inc. and TD Ameritrade, Inc.. Aaron is passionate about helping individuals and families achieve their financial goals.
SPECIALIZATIONS
Vienna, VA
4 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Donaldson is a registered representative with Navy Federal Investment Services, LLC. He has been in the financial services industry since 2014. Aaron has a Series 6, 7, 63, and 66 license. Aaron is registered with the state of California as a broker-dealer. He is also registered with the state of Virginia as a broker-dealer. Aaron specializes in providing financial planning, educational seminars, and selection of other advisors to both businesses and individuals. He is also qualified to provide portfolio management services.
SPECIALIZATIONS
PULASKI, VA
22 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Sexton is a financial advisor in Pulaski, VA. Aaron is a registered representative of Osaic Institutions, Inc. and has been in the financial industry since 2002. Aaron has experience in providing financial planning and portfolio management services for individuals and businesses. Aaron is a Series 6, 7, 63 and 65 licensed representative. Aaron's firm Osaic Institutions, Inc. specializes in providing services to corporations, businesses, high-net-worth individuals, and charitable organizations. Aaron has a strong commitment to providing his clients with personalized and comprehensive financial advice.
SPECIALIZATIONS
VIENNA, VA
18 Years Experience
1 Disclosures
ADVISOR BIO
Aaron Michael Jones is an Investment Advisor Representative at Eagle Strategies LLC with over 16 years of experience in the financial services industry. Aaron is registered in 27 states and holds the Series 63, 66, and 7 licenses as well as the SIE exam. He specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations. Prior to joining Eagle Strategies LLC, Aaron worked as a Financial Services Professional at NYLIFE Securities LLC.
SPECIALIZATIONS
HENRICO, VA
1 Disclosures
ADVISOR BIO
Aaron Rowe is an Investment Advisor Representative with Edelman Financial Engines. Aaron has been in the industry since 2000 and has a Series 7, 10, 24, 63, and 65 licenses. Aaron has been registered with Edelman Financial Engines since 2018. Previously, Aaron worked at EF Legacy Securities, LLC, Sanders Morris Harris LLC, SunTrust Investment Services, Inc., Wachovia Securities Financial Network, LLC, Wachovia Securities, LLC, and AXA Advisors, LLC. Aaron provides financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, selection of other advisers, and publication of periodicals.
SPECIALIZATIONS
