![Darcus Breneman, financial advisor Winchester VA](/img/ws/profile-blank-sq.png)
Darcus Breneman (CRD# 2857008) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Winchester, VA and has over 27 years of experience in the finance industry.
![Nicholas Aberegg, financial advisor Winchester VA](/img/ws/profile-blank-sq.png)
CRD# 5431528
Equitable Advisors, LLC
![Charles Akre, financial advisor Winchester VA](/img/ws/profile-blank-sq.png)
CRD# 2211
Akre Capital Management, LLC
![Sarah Albritton, financial advisor Winchester VA](/img/ws/profile-blank-sq.png)
CRD# 6708043
The Hoerner Planning Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Infinex Investments, Inc. | Meriden, CT | Jan 2018 - Current | 6 |
First Bank | Winchester, VA | Dec 2017 - Current | 6 |
Invest Financial Corp. | Tampa, FL | Aug 2016 - Nov 2017 | 1 |
The Winchester Group/winchester Wealth | Winchester, VA | Aug 2016 - Nov 2017 | 1 |
Bb&t Investments | Charlotte, NC | Feb 2006 - Jun 2016 | 10 |
Bb&t | Winchester, VA | Oct 2003 - Jun 2016 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1997 |
S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- VA
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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