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Financial Advisors in Maryland
10,173 Results
Unclaimed

LPL Financial LLC

location

BALTIMORE, MD

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

John Scott Rogers is an investment advisor representative with LPL Financial LLC in Baltimore, MD. John Rogers has been in the financial services industry since March 20, 1988. John Rogers is registered with the state of Maryland and has previously worked with Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., Templeton Funds Distributor, Inc., and T. Rowe Price Investment Services, Inc. John Rogers is also a registered representative with FINRA and is an active member of the Securities Industry and Financial Markets Association (SIFMA). John Rogers is a Registered Representative and Investment Advisor Representative and provides Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors and Portfolio Management for Individuals, Investment Companies, Businesses, and Pooled Investment Vehicles.

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

Raymond James & Associates, Inc.

location

Hunt Valley, MD

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

John Leo Kelly has been a registered investment advisor for over 30 years. John is currently registered as a Registered Representative with Raymond James & Associates, Inc. John holds Series 7, 63 and 65 licenses. John is a seasoned professional who has been involved in the financial services industry since 1984. John has worked at various firms, including Deutsche Bank Securities Inc, DB Alex. Brown LLC and Alex. Brown & Sons Incorporated, before joining Raymond James & Associates, Inc. John has a diverse background in providing financial advisory services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. John is committed to providing personalized financial planning and investment management services that are tailored to meet the specific needs of each client.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Morgan Stanley & Co. LLC

location

Baltimore, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

John W. Magaw is a registered representative with Morgan Stanley & Co. LLC. John Magaw has been in the financial services industry since August 1, 2021. John Magaw holds the Series 99TO and SIE licenses. John Magaw is currently located in the Baltimore, Maryland office of Morgan Stanley & Co. LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

RBC Capital Markets, LLC

location

HAGERSTOWN, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

John Holden Hershey is an active investment advisor representative registered with RBC Capital Markets, LLC. John has been in the industry since February 29, 2024 and holds the Series 66, Series 7TO, and SIE licenses. John is registered to provide investment advice in 34 states and is also registered as an investment advisor in Maryland and Texas. John specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

HUNT VALLEY, MD

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

John Boynton is a financial advisor with LPL Financial LLC, based in HUNT VALLEY, MD. John has over 37 years of experience in the financial services industry. John specializes in providing financial planning, investment management, and retirement planning services to individual and corporate clients. John is registered with the state of Maryland and other states and holds the Series 6 and SIE licenses. Before joining LPL Financial LLC, John worked at MML INVESTORS SERVICES, LLC in HUNT VALLEY, MD.

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

THE L. Warner Companies, Inc. | CFP ® (Certifications)

location

TIMONIUM, MD

0 Disclosures

ADVISOR BIO

John Kirby Russell is a financial advisor in Timonium, Maryland, with over 35 years of experience in the industry. John is currently registered with The L. Warner Companies, Inc. John holds both Series 7 and Series 63 licenses. John also holds the Certified Financial Planner designation. John's past experience includes working with M Holdings Securities, Inc., Mutual Service Corporation and LM Financial Partners, Inc. John specializes in providing financial planning and investment management for individuals, businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
BUSINESS CONSULTING AND PLAN ADMINISTRATION SERVICES
Unclaimed

MML Investors Services, LLC

location

SALISBURY, MD

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

John Elliott Deysher is a financial advisor associated with MML Investors Services, LLC. John's primary office location is in Salisbury, Maryland. John has been in the securities industry since May 9, 1989 and has a Series 6 and Series 65 license.

SPECIALIZATIONS

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

Girard Advisory Services, LLC

location

Lutherville Timonium, MD

0 Disclosures

ADVISOR BIO

John Linsenmeyer is an investment advisor representative at Girard Advisory Services, LLC. John has been in the financial services industry since 2001 and holds the Series 7 and Series 66 licenses. Prior to joining Girard Advisory Services, LLC, John worked at PNC INVESTMENTS and Foreside Fund Services, LLC. John specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. John is a member of the Meyer Mill, LLC, a real estate partnership.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

BETHESDA, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

John Jude Dempsey is a financial advisor at Wells Fargo Clearing Services, LLC. John has been in the industry since March 17, 2023, and holds a Series 7, Series 66, and SIE license. John is registered to conduct business in multiple states. John has a diverse background, having worked in various roles, including at Charles Schwab & Co., Inc., Wofford College, The Baseball Zone, Rhoback U, and DJD Realty Services, Inc.

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
location

Lutherville, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Johnathon Glenn Raver is a financial advisor registered with Morgan Stanley. Johnathon Glenn Raver has been in the financial services industry for over 10 years. Johnathon Glenn Raver has passed the Series 7, Series 6, SIE, and Series 66 exams. Johnathon Glenn Raver is registered to offer investment advisory services in 46 states and the District of Columbia. Johnathon Glenn Raver previously worked at M&T Securities, Inc.

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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