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Financial Advisors in Maryland
10,173 Results
Unclaimed

Tritonpoint Wealth, LLC | CFP ®,CFC ® (Certifications)

location

CHEVY CHASE, MD

0 Disclosures

ADVISOR BIO

Gregory Todd Powers is a financial advisor with over 20 years of experience in the industry. Powers is currently a registered representative with Tritonpoint Wealth, LLC and has previously worked for Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc. and MML Investors Services, Inc. Powers holds the Series 7, Series 24 and Series 66 licenses and the SIE designation. Gregory is also a Certified Financial Planner and a Chartered Financial Consultant. Powers provides financial planning and portfolio management services to individuals, businesses, charitable organizations and pension and profit sharing plans. The advisor's specialties include investment management, retirement planning, education planning, and estate planning.

SPECIALIZATIONS

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

D.a. Davidson & Co.

location

TOWSON, MD

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Mchugh Brunner is a financial advisor with D.a. Davidson & Co. based in Towson, MD. Gregory is a seasoned financial professional with experience in the industry since 1990. Gregory has a diverse range of specialties including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Previously, Gregory has held roles with M&T Securities, Inc., Ferris, Baker Watts Incorporated, RBC Dain Rauscher Inc. and Alex. Brown & Sons Incorporated. Gregory holds Series 52, 53, and 63 licenses.

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
Publication of Financial Periodicals
Unclaimed

Allstate Financial Services, LLC

location

WHEATON, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Owens is a financial professional with over 20 years of experience in the industry. Gregory is currently registered with Allstate Financial Services, LLC and holds Series 6, 63, and SIE licenses. Gregory is registered to provide investment advice in the District of Columbia, Maryland, North Carolina, and Virginia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Wells Fargo Clearing Services, LLC

location

ANNAPOLIS, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Beale Milburn is a financial advisor with over 15 years of experience in the financial services industry. Gregory is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Gregory's expertise includes providing financial planning, portfolio management, and investment consulting services to individuals, families, and businesses. Gregory holds a Series 7 and Series 66 license, as well as the Securities Industry Essentials Examination (SIE). Gregory has a proven track record of success in helping clients achieve their financial goals.

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

Mariner Independent

location

Annapolis, MD

0 Disclosures

ADVISOR BIO

Gregory James Karanzalis is a financial advisor in Annapolis, Maryland, with over 10 years of experience in the industry. Gregory is registered with the state of Maryland and currently works with Mariner Independent. Previously, Gregory was employed with VALIC FINANCIAL ADVISORS, INC. Gregory has a Series 7, Series 66, and SIE license and specializes in portfolio management for businesses and individuals, financial planning, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Sc&h Capital Corp.

location

Ellicott City, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Hogan is a financial professional with over 10 years of experience in the industry. Gregory is currently registered with Sc&h Capital Corp. and holds Series 63, 24, SIE, and 79 licenses. Gregory is registered in Maryland, Virginia, and the District of Columbia. Gregory is dedicated to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Stifel, Nicolaus & Company, Inc.

location

HUNT VALLEY, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Joseph Akers is a financial advisor with Stifel, Nicolaus & Company, Inc., specializing in a range of investment services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Akers is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in various states. Akers has experience working with clients of various sizes, including high-net-worth individuals, corporations, 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cetera Investment Advisers LLC

location

SALISBURY, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Holman is a financial advisor with Cetera Investment Advisers LLC. Gregory has been in the financial services industry since 2018 and has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and TD Bank. Gregory holds the Series 66, Series 7TO, SIE, and Series 7 licenses. Gregory's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Gregory's client base includes individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Greenspring Advisors, LLC | CFP ® (Certifications)

location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Gregory Hobson is a financial advisor with over 20 years of experience in the financial services industry. Gregory is a Certified Financial Planner and is currently registered with Greenspring Advisors, LLC in Maryland and Texas. Gregory specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Gregory's previous experience includes positions at RBC Capital Markets, LLC and Ferris, Baker Watts, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
INVESTMENT CONSULTING AND EDUCATIONAL SERVICES
Unclaimed

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

location

Salisbury, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Reddell is a financial professional registered with State Farm Investment Management Corp. Gregory has been in the financial industry since April 1, 1998. Gregory is currently licensed in Delaware, Maryland and Missouri. Gregory holds the Series 6, Series 26 and Series 63 licenses. Gregory is also a Chartered Financial Consultant. The firm specializes in portfolio management for individuals and investment companies. Gregory's office is located at 715 E. William Street in Salisbury, MD.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies

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