Sbk Financial, Inc.
Sbk Financial, Inc. (CRD# 132513) is a financial advisory firm headquartered in Richmond, VA. They manage $793,864,108 in 1,101 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management794MILLION
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Total Number of Accounts1,101ACCOUNTS
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Average Account Value$721,039
- 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
- Selection of other advisers (including private fund managers)
- Other
DE, FL, MD, NC, TN, TX, VA, WV
Jonathan Bailey (CRD# 7028921) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has 1 year of experience in the finance industry. Jonathan Bailey 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.
Nicole Boike (CRD# 7061835) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has 1 year of experience in the finance industry. Nicole Boike 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.
Andrea Broughton (CRD# 4641609) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has over 17 years of experience in the finance industry.
Claire Craighill (CRD# 1643898) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has over 32 years of experience in the finance industry. Claire Craighill 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.
Thomas Doyle (CRD# 2402639) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has over 27 years of experience in the finance industry.
Sarah Harris (CRD# 4401414) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has over 18 years of experience in the finance industry.
John King (CRD# 4708979) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has 1 year of experience in the finance industry. John King 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.
Matthew Romeo (CRD# 6770539) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has 1 year of experience in the finance industry. Matthew Romeo 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.
Stephanie Stumpf (CRD# 5217220) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has over 13 years of experience in the finance industry. Stephanie Stumpf 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.
Kelly Hazlett (CRD# 7290847) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has 1 year of experience in the finance industry.