Virginia Koontz (CRD# 5803117) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Culpeper, VA and has over 3 years of experience in the finance industry. Virginia Koontz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5121200
Lpl Financial LLC
CRD# 5069681
Edward Jones
CRD# 2287775
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Global Advisory, LLC | Culpeper, VA | Mar 2024 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Culpeper, VA | Mar 2024 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Culpeper, VA | Mar 2024 - Current | < 1 |
| Raymond James Financial Services, Inc. | Cuilpeper, VA | Mar 2021 - Mar 2024 | 3 |
| Raymond James Financial Services Advisors, Inc. | Culpeper, VA | Mar 2021 - Mar 2024 | 3 |
| Freedom Street Partners | Culpeper, VA | Jul 2020 - Mar 2024 | 3 |
| Raymond James Financial Services, Inc. | Culpeper, VA | Jul 2020 - Mar 2021 | < 1 |
| Piedmont Wealth Management | Culpeper, VA | Jan 2013 - Jul 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2021 |
- TX
- VA
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- A percentage of assets under your management
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