Virginia
Koontz
Steward Partners Investment Advisory, LLC
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About this Advisor
Virginia Koontz is a financial advisor based in Culpeper, Virginia, working with Steward Partners Investment Advisory, LLC. Virginia has previously held positions at Piedmont Wealth Management, Raymond James Financial Services, Inc, Freedom Street Partners, Raymond James Financial Services Advisors, Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC, and Steward Partners Investment Advisory, LLC. Virginia has passed the Series 63 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Virginia is part of Steward Partners Investment Advisory, LLC, which operates out of Culpeper, Virginia. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Virginia Koontz Work History
Steward Partners Global Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Freedom Street Partners
Raymond James Financial Services, Inc
Piedmont Wealth Management
Disclosures
Please visit the SEC profile of Virginia Koontz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steward Partners Investment Advisory, LLC
Virginia Beach, VA
New York, NY
New York, NY
New York, NY
Clearwater, FL
New York, NY
New York, NY
Clearwater, FL
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