Virginia Koontz is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Culpeper, VA, with 11 years of industry experience. Virginia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
101 Duke Street Suite 117, [Satellite], Culpeper, VA, 22701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Virginia is an employee of Freedom Street Partners, a support company, and spends minimal time there. She is also the treasurer for PlayDate, Inc., a non-profit children's museum, dedicating a few hours per week, and the owner/farmer of Hoot Owl Hollar Farm, LLC, spending about 10-20% of her time there.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Piedmont Wealth Management
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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