Cheryl FurlongCRD Number: 4472415
Current Firm: Wealthquest Financial Services, LLC
Cheryl Furlong (CRD# 4472415) is an Investment Advisor Representative working at Wealthquest Financial Services, LLC in Norfolk, VA and has 1 year of experience in the finance industry. Cheryl Furlong 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.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Wealthquest Financial Services, LLC||Norfolk, VA||Feb 2000 - Current||17|
|Wall, Einhorn & Chernitzer, P.c.||Norfolk, VA||Jan 2000 - Current||18|
Total Assets Under Management408MILLIONS
Total Number of Accounts1,012ACCOUNTS
Average Account Value$402,826
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, LA, MD, NC, NY, VA