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WAYPOINT ADVISORS, LLC
WAYPOINT ADVISORS, LLC
VIRGINIA BEACH, Virginia
·
6 registered advisors
·
CRD# 115810
SEC# 801-61451
0
(757)623-1600
01
Firm Overview
AUM
$215M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WAYPOINT ADVISORS, LLC
6 registered advisors
Elizabeth Tew Patterson
VIRGINIA BEACH, Virginia
CRD# 2541053
Jane Elizabeth Tower
VIRGINIA BEACH, Virginia
CRD# 4624274
John Graham Spiers
NORFOLK, Virginia
CRD# 2704047
John Stuart Clunan
VIRGINIA BEACH, Virginia
CRD# 6385548
Susanna Adams Dellinger
VIRGINIA BEACH, Virginia
CRD# 6178905
William Abner Old
VIRGINIA BEACH, Virginia
CRD# 4771334
05
Office Locations
VIRGINIA BEACH, Virginia
5 advisors
NORFOLK, Virginia
1 advisor
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Data sourced from SEC Form ADV filings. WAYPOINT ADVISORS, LLC (CRD# 115810) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.