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Financial Advisors in Maryland
10,173 Results
Unclaimed

Main Street Advisors, LLC | CFP ® (Certifications)

location

WESTMINSTER, MD

0 Disclosures

ADVISOR BIO

David Richard Peloquin is an investment advisor representative at Main Street Advisors, LLC. David has been in the financial services industry since 1985. David holds Series 7, 6 and 22 licenses. David also holds the Series 63 license. David is a CERTIFIED FINANCIAL PLANNER™. David is registered with the state of Maryland and Pennsylvania. David has worked at Main Street Advisors, LLC since 1999.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Charles Schwab & CO., Inc.

location

Towson, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

David Kelley has been in the securities industry since 1997 and is currently registered with Charles Schwab & CO., Inc. in Towson, Maryland. David Kelley has Series 7, 9, 10, 52 and 66 securities licenses and is also a registered Investment Advisor Representative in Maryland. David Kelley has experience at Olde Discount Corporation in Detroit, Michigan.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

PFS Investments Inc.

location

SYKESVILLE, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

David Cooper is a financial professional with over 10 years of experience in the industry. David is currently registered with PFS Investments Inc. and has held various positions with Primerica Financial Services and Carroll County Government. David has a strong track record of providing financial guidance and investment advice to individuals and businesses.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Snowden Capital Advisors LLC

location

Baltimore, MD

experience

35 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

David Woolford is an investment advisor representative at Snowden Capital Advisors LLC. David has over 30 years of experience in the financial industry. David is registered with the Securities and Exchange Commission (SEC) and several state securities regulators. David's current registrations include California, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, New Jersey, Ohio, Pennsylvania, and Virginia. David has held previous positions at J.P. Morgan Securities LLC, UBS Financial Services Inc., Capital Dynamics Broker Dealer LLC, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Deutsche Banc Alex. Brown Inc., DB Alex. Brown LLC, and Alex. Brown & Sons Incorporated. David specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and high net worth individuals.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Gaithersburg, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

David Brian Murray is a financial advisor with Cambridge Investment Research Advisors, Inc. in Gaithersburg, MD. David has over 20 years of experience in the financial services industry. He is a registered representative and investment advisor representative. His experience includes providing financial planning, portfolio management, and investment advice.

SPECIALIZATIONS

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

Allstate Financial Services, LLC

location

Columbia, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

David Nyaweh Johnson is a financial professional with Allstate Financial Services, LLC. David has been in the industry since September 28, 2014 and has experience in providing investment advice and products. David is registered in Maryland. David holds Series 6 and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Westbourne Investment Advisors Inc.

location

ANNAPOLIS, MD

0 Disclosures

ADVISOR BIO

David Hammond Cunningham has been a registered investment advisor for over 30 years. David is currently affiliated with Westbourne Investment Advisors Inc. and has previously held registrations with a number of other firms. David's career in the financial services industry began in 1977 and has included roles as a general securities representative, a securities principal, and an investment advisor representative. David holds the Series 63, 65, 7, 18 and 24 licenses. David Cunningham specializes in providing portfolio management services to individuals, charitable organizations, and pension and profit sharing plans.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

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

location

BEL AIR, MD

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

David Morgan Stauffer has been working in the financial industry since November 4, 1990. David Morgan Stauffer is a registered representative with Commonwealth Financial Network, working out of their Bel Air, MD office. David Morgan Stauffer is also a licensed insurance agent with First Susquehanna Financial Group, Inc. David Morgan Stauffer is a Certified Financial Planner and a Chartered Financial Consultant. David Morgan Stauffer specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations.

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

Morgan Stanley

location

Baltimore, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

David Mott is a financial advisor with Morgan Stanley. David has been in the industry for over 23 years and has experience providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. David holds licenses to offer investment advisory services in 53 states and has earned the Series 6, 7, 9, 10, 63, and 65 licenses. David's experience and credentials position David well to help clients with a range of financial needs, including investment management, financial planning, and retirement planning.

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

Stifel, Nicolaus & Company, Inc.

location

HUNT VALLEY, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

David Benjamin Vegh is a financial advisor with Stifel, Nicolaus & Company, Inc., located in HUNT VALLEY, MD. David has been in the securities industry since March 17, 2002. David is registered to provide investment advice in Maryland. David's previous experience includes roles at Raymond James & Associates, Inc., Morgan Joseph & Co. Inc., Scott & Stringfellow, Inc., and Legg Mason Wood Walker, Incorporated. David specializes in working with individuals, businesses, pension plans, investment companies, and pooled investment vehicles. David's firm manages assets of more than $100 billion dollars.

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 Pooled Investment Vehicles

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