Financial advisers in Alexandria, Virginia
15 profiles with reported offices in Alexandria, Virginia. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Peter KeefeManaging MemberRockbridge Asset ManagementCRD 720981
- Bernard McGinnExecutive Chairman & Co-Chief Investment OfficerMcGinn Penninger Investment ManagementCRD 1062218
- David SendiPresident/Chief Compliance OfficerPortfolio Advisory GroupCRD 2215135
- Daniel SendiVice-PresidentPortfolio Advisory GroupCRD 2273282
- Brian DorseyInvestment adviser representativeUSAdvisors Wealth ManagementCRD 3108788
Alejandro MurguiaManaging PrincipalMcLean Asset ManagementCRD 4773144- Michael SheaManaging Member / Chief Investment Officer8th Street InvestmentsCRD 5196575
Safalta SherpaInvestment adviser representativeCooksen WealthCRD 5334287- Lisa PendleyManaging Member / Chief Compliance Officer8th Street InvestmentsCRD 5610268
- Richard SlaterInvestment adviser representativeMcGinn Penninger Investment ManagementCRD 5798365
- Bruce SinclairInvestment adviser representativeExodus WealthCRD 7338009
- Anastasia TaberInvestment adviser representativeTaber Asset ManagementCRD 7369690
- Christopher LaneInvestment adviser representativeMcGinn Penninger Investment ManagementCRD 7662292
Raeonna JeffersonInvestment adviser representativeZenith SolutionsCRD 7682625- Garry BishopInvestment adviser representativeProFocusCRD 8145444
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.