Sbk Financial, Inc.
Sbk Financial, Inc. (CRD# 132513) is a financial advisory firm headquartered in Richmond, VA. They manage $1,134,816,590 in 1,315 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management1,135MILLION
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Total Number of Accounts1,315ACCOUNTS
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Average Account Value$862,978
- A percentage of assets under your management
- 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, MA, 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.
Andrea Broughton (CRD# 4641609) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has over 20 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 36 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.
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.
Stephanie Stumpf (CRD# 5217220) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has over 17 years of experience in the finance industry.
Mitchell Crowder (CRD# 6651175) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has over 5 years of experience in the finance industry.
Kelly Hazlett (CRD# 7290847) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has over 3 years of experience in the finance industry.
John Williams (CRD# 7245735) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has 1 year of experience in the finance industry.