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Financial Advisors in Maryland
10,173 Results
Unclaimed
location

Lutherville, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Allison Bridges Duvall is a financial advisor at Morgan Stanley. Allison has been in the industry since 2019 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Maryland. Allison specializes in financial planning, asset allocation advice, portfolio management for individuals and businesses, and investment management for investment companies. Allison is committed to providing her clients with personalized financial advice and guidance.

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

T. Rowe Price Associates, Inc.

location

Owings Mills, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Allison Bloom is a registered representative and investment advisor representative with T. Rowe Price Associates, Inc. Allison has been in the industry for over 2 years. Allison is registered with the state of Maryland and holds Series 7TO, Series 63, and Series 66 licenses. Allison is licensed to provide investment advice in 53 states and the District of Columbia.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

State Farm VP Management Corp.

location

Frederick, MD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Allister Primo is a financial professional licensed in Maryland and the District of Columbia. Allister has been in the industry since August 2014. Allister is currently registered with State Farm VP Management Corp. Allister holds the Series 6 and SIE licenses and is a Registered Representative with State Farm VP Management Corp. Allister's office is located in Frederick, MD.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

Baltimore, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Allyson Harrell is a registered representative with Morgan Stanley and has been in the securities industry since March 3, 2016. Allyson holds the Series 99 and SIE licenses. Allyson is located in Baltimore, MD and works at the branch office located at 1300 Thames Street, Thames Street Wharf, Baltimore, MD 21231.

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

LPL Financial LLC

location

Salisbury, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Allyson Christensen Wade is a financial advisor at LPL Financial LLC. Allyson has been in the industry since January 23, 2019 and holds a Series 66 license, as well as Series 7TO and SIE. Allyson specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Allyson also provides educational seminars and selects other advisors for clients. Allyson is registered in Delaware, Maryland, North Carolina, Pennsylvania, Virginia, and Wisconsin.

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

Facet | CFP ® (Certifications)

location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Allyson Eslinger is a financial advisor with Facet Wealth, Inc. based in Baltimore, MD. Allyson has been in the industry for over 2 years. Allyson holds Series 63, Series 7TO, and SIE licenses and is a Certified Financial Planner. Allyson's current registrations include Texas and Wisconsin. Allyson previously worked at Vanguard Marketing Corporation in Charlotte, NC. Allyson is experienced in providing financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Folger Nolan Fleming Douglas Inc.

location

CAMBRIDGE, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Allyson Michelle Adkins is a registered investment advisor representative with Folger Nolan Fleming Douglas Inc. Allyson has been in the financial services industry since 2016. Allyson has been registered as an investment advisor representative in multiple states including, but not limited to, Arizona, Arkansas, California, Delaware, District of Columbia, Florida, Georgia, Kentucky, Maryland, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia. Allyson has passed the Series 66, Series 7TO and SIE examinations and is licensed to provide financial advice to a wide variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and investment clubs. The firm, Folger Nolan Fleming Douglas Inc., specializes in providing financial planning and portfolio management services to individuals and businesses. Allyson is a valuable asset to the firm and its clients.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RECOMMEND WRAP FEE MANAGEMENT PROGRAMS OF OTHER REGISTERED INVESTMENT ADVISERS
Unclaimed

Chevy Chase Trust Co.

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Alok Bhatt is a financial advisor at Chevy Chase Trust Co., located in Bethesda, MD. Alok has been a registered representative since December 2021 and has experience in the financial services industry since January 2018. Alok is licensed in Maryland, Virginia, and the District of Columbia. Alok has a Series 66, Series 7, and SIE license. Alok specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

HUB Investment Partners, LLC

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Alp Atabek is a financial advisor with over 30 years of experience in the industry. Alp Atabek has been associated with HUB Investment Partners, LLC since October 2023. Alp Atabek is also associated with AFS Financial Group, LLC and AFS 401K Retirement Services, LLC as a partner and part owner. Alp Atabek specializes in providing financial planning and portfolio management services to individuals, businesses, state and municipal government entities and non-profit organizations. Alp Atabek holds a Series 63, Series 66, and Series 7 licenses. Alp Atabek is a registered Investment Advisor in Maryland, Texas, and Florida.

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
location

Elkridge, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Alpha Korngor is a financial advisor with Morgan Stanley. Alpha has been in the industry since March 29, 2013. Alpha is registered with both FINRA and the state of Maryland. Alpha is a Series 66, Series 7, Series 9 and Series 10 licensed professional. Alpha holds licenses in multiple states. Alpha's previous firm was MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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

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