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Financial Advisors in Maryland
10,173 Results
Unclaimed

T. Rowe Price Advisory Services, Inc.

location

OWINGS MILLS, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Alexander James Vahsen is an investment advisor representative with T. Rowe Price Advisory Services, Inc. Alexander has been in the industry since October 2014. Alexander has a Series 66 license, as well as a Series 7 license and the SIE exam. Alexander is registered with FINRA, as well as with the state of Maryland. Alexander currently provides financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

A.g. Campbell Advisory, LLC

location

BALTIMORE, MD

disclosure

1 Disclosures

ADVISOR BIO

Alexander Campbell is a registered investment advisor with over 30 years of experience in the financial services industry. Alexander has a deep understanding of the financial markets and specializes in providing financial planning and portfolio management services to individuals and families. Alexander has a proven track record of success in helping clients achieve their financial goals. Alexander is currently managing partner of A.g. Campbell Advisory, LLC. Alexander is also a registered investment advisor with Coastal Equities, Inc., Fairport Capital, Inc., Brown Advisory Securities, LLC, Morgan Stanley DW Inc., BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated.

SPECIALIZATIONS

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

Global Retirement Partners LLC

location

Bethesda, MD

0 Disclosures

ADVISOR BIO

Alexander Assaley is a financial advisor with over 17 years of experience in the industry. Alexander is currently registered with Global Retirement Partners LLC, a firm with over 500 investment advisor representatives and over $140 Billion in assets under management. Prior to joining Global Retirement Partners LLC, Alexander worked at Commonwealth Financial Network. Alexander specializes in Retirement planning, Financial planning, Portfolio management for individuals, and Portfolio management for businesses.

SPECIALIZATIONS

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

A.g. Campbell Advisory, LLC

location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Alexander G Campbell is a registered Investment Advisor Representative in Maryland. Alexander is affiliated with A.G. Campbell Advisory, LLC in Baltimore, MD. Alexander is licensed to provide financial planning, portfolio management for businesses, and portfolio management for individuals. Alexander has 1 state exam, the Uniform Investment Adviser Law Examination (Series 65). Alexander has been in the industry since March of 2024. A.G. Campbell Advisory, LLC manages approximately $411,291,828 in client assets. The firm provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, and high net worth individuals.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

BALTIMORE, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Levin is a financial advisor registered with UBS Financial Services Inc. Alexander is based in Baltimore, MD and has been working in the financial services industry since 2018. Alexander has a Series 7, Series 66 and SIE license and is registered with the states of Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Alexander is a registered representative with FINRA and has been working with UBS Financial Services Inc. since 2018.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TOWSON, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Knapp is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander has been in the industry for over 2 years and holds the Series 7, 63, and 66 licenses. Alexander's previous employer was Goldman Sachs & Co. LLC, and Alexander specializes in providing investment advice for high-net-worth individuals, corporations, and insurance companies.

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

Northwestern Mutual Investment Services, LLC

location

Ellicott City, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Christian Hollingsworth is a financial professional who is registered with Northwestern Mutual Investment Services, LLC. Alexander has been in the industry for over a year and has a Series 63, Series 6TO and SIE licenses. Alexander is registered to provide investment advice in 15 states.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Columbia, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Brown is a financial professional with over 15 years of experience in the financial services industry. Alexander is currently registered with State Farm Investment Management Corp. and holds a Series 6 and Series 63 license. Alexander has been recognized as a Chartered Financial Consultant. Alexander specializes in providing financial advice and portfolio management services to individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

State Farm VP Management Corp.

location

OWINGS MILLS, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Toussaint Yuille is a financial professional with over 10 years of experience in the industry. He is a registered representative with State Farm VP Management Corp. Alexander holds a Series 6 license and the Securities Industry Essentials Examination. Alexander is registered in Maryland.

SPECIALIZATIONS

No specializations listed.

Unclaimed

T. Rowe Price Investment Services, Inc.

location

OWINGS MILLS, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Garrett is a registered representative with T. Rowe Price Investment Services, Inc. Alexander has been in the securities industry since June 2022 and is licensed in 53 states. Alexander has successfully passed the Series 7TO, SIE, and Series 63 exams.

SPECIALIZATIONS

No specializations listed.

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