Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

HUNT VALLEY, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Colby Kimmons Savadove is a financial advisor who has been in the industry since 2000. Colby Kimmons Savadove is currently registered with Wells Fargo Advisors Financial Network, LLC. Prior to joining Wells Fargo Advisors, Colby Kimmons Savadove was with UBS Financial Services, Ferris, Baker Watts Incorporated, Legg Mason Wood Walker, Incorporated, Scott & Stringfellow, Inc., and Dean Witter Reynolds Inc. Colby Kimmons Savadove holds Series 31, 55, 63, 65, 66, and 7 licenses and has passed the SIE exam. Colby Kimmons Savadove is a registered representative and investment advisor representative in Maryland and Texas.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ANNAPOLIS, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Cole Allsopp is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Annapolis, Maryland. Cole has been in the industry since 2015 and has a wide range of experience. Cole holds Series 66, SIE, and Series 7 licenses and is registered to provide investment advice in several states, including Maryland, Texas, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia. Cole is also registered as an investment advisor representative in Maryland and Texas.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

LPL Enterprise, LLC

location

North Bethesda, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Cole Mccain Draper is a financial advisor with LPL Enterprise, LLC in Rockville, MD. Cole has been working in the financial industry since 2021 and has experience in various areas, including financial planning and portfolio management. Cole is registered to provide investment advice in Arizona, California, District of Columbia, Indiana, Maine, Maryland, North Carolina, Texas, and Virginia.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Janney Montgomery Scott LLC

location

WESTMINSTER, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Coleen Kramer Beal is a financial advisor at Janney Montgomery Scott LLC. Coleen has been in the financial services industry since 2001 and holds a Series 7, 9, 10, 63, and 65 licenses. Coleen specializes in working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Coleen is a member of the Carroll County Chamber of Commerce and is also involved in other community organizations. Coleen has a strong commitment to her clients and strives to provide them with the highest quality financial advice.

SPECIALIZATIONS

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

B. C. Ziegler AND Co.

location

BETHESDA, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Coleman Walsh is a registered representative with B. C. Ziegler And Co. Coleman passed the Securities Industry Essentials Examination (SIE) on 11/3/2023 and the Investment Banking Registered Representative Examination on 5/21/2024. Coleman has been in the industry since 5/21/2024 and is currently registered with FINRA. Coleman is located in the Bethesda, MD office of B. C. Ziegler And Co.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HUNT VALLEY, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Colin Renick is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Colin is a licensed representative in Maryland and Texas. Colin has been in the industry for over 5 years. The firm has offices in HUNT VALLEY, MD. Colin is also registered with FINRA and has the Series 7TO and SIE exams. Colin has a bachelor's degree in finance from Grove City College. Colin's specializations include: * Portfolio Management for Individuals * Portfolio Management for Businesses * Pension Consulting * Selection of Other Advisers * Educational Seminars

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Morgan Stanley & Co. LLC

location

Baltimore, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Colin Guyott is a financial advisor who is registered with FINRA. Colin is currently employed by Morgan Stanley & Co. LLC and has been with the firm since June 11, 2013. Colin has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99).

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

HAVRE DE GRACE, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Colin Jamison Miller is an active investment advisor representative with Edward Jones. Colin has been in the industry for over a year, having started in February 2023. Colin holds the Series 7TO, Series 66, and SIE licenses and is registered in multiple states. Colin specializes in providing financial planning and portfolio management services for both businesses and individuals. Colin works primarily with high-net-worth individuals, partnerships, investment clubs, and limited liability companies, as well as charitable organizations and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

BALTIMORE, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Colin Andrew Meeks is a financial advisor who has been in the industry since 1994. Colin is currently registered with LPL Financial LLC in Baltimore, MD. Colin has a broad range of experience in the financial services industry, having previously worked for National Planning Corporation, ING Financial Partners, Inc., Locust Street Securities, Inc., Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and F.N. Wolf & Co., Inc. Colin has a number of professional licenses and designations including Series 63, Series 51, Series 24, Series 7, and SIE. Colin is also a Certified Financial Planner. Colin provides a range of services to individuals and businesses, including financial planning, portfolio management, and investment consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Pennington Partners & CO., LLC

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Colin Larsen is an Investment Advisor Representative registered with the state of Maryland and is associated with Pennington Partners & Co., LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?