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Financial Advisors in Maryland
10,173 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

BETHESDA, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Dudley Blackwood is a financial advisor with over 6 years of experience in the industry. Cameron is registered to provide investment advice in Maryland, Virginia, Texas and the District of Columbia. Cameron is currently employed by Wells Fargo Clearing Services, LLC. Prior to that, Cameron was registered with UBS Financial Services Inc. in Charlotte, North Carolina. Cameron is licensed to offer a wide range of financial products and services, including investment management, financial planning, and retirement planning. Cameron holds Series 7, 9, 10, 66 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

RBC Capital Markets, LLC

location

ROCKVILLE, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Sheppard Duncan is a registered investment advisor representative and has been in the industry since June 9, 2014. Cameron is licensed to provide investment advice in 44 states and is currently employed with RBC Capital Markets, LLC. Cameron is registered as an investment advisor representative in Maryland and Texas. Cameron has passed the Series 66, Series 7, and SIE exams. Cameron specializes in providing financial planning and investment advice to individuals, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Equitable Advisors, LLC

location

COLUMBIA, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Ledbetter is a financial professional registered with Equitable Advisors, LLC. Cameron has been in the financial services industry since 2023 and has been registered in Maryland since 2024. Cameron holds Series 63, Series 6TO and SIE licenses. Cameron has previously worked with Northwestern Mutual Investment Services, LLC. Cameron's focus is on helping individuals and businesses achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Empower Advisory Group, LLC

location

Parkville, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Terrell Cook is an active Investment Advisor Representative with Empower Advisory Group, LLC. Cameron has been in the financial services industry since August 27, 2016. Cameron holds the Series 63 and Series 66 licenses. Cameron is also registered with FINRA, and is registered in 52 states, including Maryland. Prior to joining Empower Advisory Group, LLC, Cameron was a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD. Cameron’s current registrations are active, and their registration with Empower Advisory Group, LLC began on June 30, 2022.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Principal Securities, Inc.

location

BETHESDA, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Colter Johnson is a financial advisor with Principal Securities, Inc. Cameron has been in the financial industry since 2022. Cameron is registered with FINRA and has Series 63, Series 6TO and SIE licenses. Cameron is registered in 24 states and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

CHEVY CHASE, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Campbell M. Wright is a financial advisor registered with RBC Capital Markets, LLC. Campbell has been working in the financial industry since 2007. Campbell has a Series 7 and Series 66 license and has been registered in various states. Campbell is currently registered in Maryland and the District of Columbia. Campbell previously worked at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Campbell's current role is as a financial advisor at RBC Capital Markets, LLC. Campbell focuses on financial planning, portfolio management, and investment advisory services for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

PFS Investments Inc.

location

LANHAM, MD

experience

26 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Candace Young is a licensed financial advisor with over 20 years of experience in the financial services industry. Candace is registered with PFS Investments Inc. and holds several professional licenses and certifications including Series 6, Series 26, and Series 63. Candace specializes in portfolio management for individuals and has a proven track record of helping clients achieve their financial goals. Candace is committed to providing her clients with personalized financial advice and exceptional customer service.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed
location

Baltimore, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Candace Martino is a financial advisor with over 12 years of experience in the industry. Candace is currently registered with Morgan Stanley and previously worked with Stiefel, Nicolaus & Company, Incorporated, T. Rowe Price Investment Services, Inc., and NFP Securities, Inc. Candace is licensed to provide financial services in Maryland and New York. Candace has Series 7 and SIE licenses and is a member of FINRA. Candace specializes in asset allocation, portfolio management, financial planning and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Commonwealth Financial Network | CFP ®,CFC ® (Certifications)

location

Rockville, MD

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Candace Kaplan is an experienced financial advisor with over 40 years in the industry. She is a Registered Representative and Investment Advisor Representative and holds Series 1, 6, 7, 62, 63, 65, and 22 and 66 licenses. Candace has worked at Commonwealth Financial Network since November 2015. Prior to that, she spent over 10 years with AXA Advisors, LLC and a few years with MONY Securities Corporation. Candace specializes in providing financial planning, portfolio management and educational seminars to individuals, corporations, and charitable organizations. Candace also offers pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

CHEVY CHASE, MD

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Candace Hedgepeth-kim is a financial advisor with over 15 years of experience in the financial services industry. Candace is registered with RBC Capital Markets, LLC, and has held previous positions at Raymond James & Associates, Inc., Morgan Stanley, and Wells Fargo Advisors, LLC. Candace is a Series 66, Series 7, and SIE licensed professional. Candace specializes in providing investment advice and financial planning services to high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

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