Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

NFP Retirement Inc.

location

Bethesda, MD

0 Disclosures

ADVISOR BIO

Lindsey Kissel is an investment advisor representative with NFP Retirement Inc., and has been in the financial services industry since 2007. Lindsey has a Series 7 and Series 66 license and holds the SIE certification. Lindsey has experience working with a variety of clients, including individuals, corporations, and retirement plans. Lindsey specializes in financial planning, portfolio management, and pension consulting. Prior to joining NFP Retirement Inc., Lindsey worked at Kestra Investment Services, LLC and TIAA-CREF Individual & Institutional Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS
Unclaimed

State Farm VP Management Corp.

location

OWINGS MILLS, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Lindsey Dannels Cline is a financial advisor with State Farm VP Management Corp. Lindsey has been in the industry since November 26, 2007. Lindsey is registered with FINRA and holds Series 6, 63, and SIE licenses. Lindsey is registered in Pennsylvania. Lindsey is located in Owings Mills, MD.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Hillman Capital Management Inc. | CFA ® (Certifications)

location

BETHESDA, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Lindsey Griffith Vaughan is a financial advisor with over 20 years of experience in the industry. Lindsey is currently registered with Hillman Capital Management Inc. as a Registered Representative. Lindsey has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Lindsey holds the Series 7, Series 63 and Series 65 licenses. Lindsey also holds the Chartered Financial Analyst designation. Lindsey's past experience includes roles with Capital Investment Group, Inc. and Quasar Distributors, LLC.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PROVIDER TO ENVESTNET, SMARTX, ADHESION, FOLIODYNAMIX, AND VESTMARK PLATFORMS
Unclaimed
location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Lindsey Young is a registered investment advisor representative with Quiet Wealth. Lindsey has been in the industry for over 17 years and is licensed to provide investment advice in the District of Columbia, Maryland, Massachusetts, Texas, and Virginia. Lindsey has a Series 7, Series 63, and Series 65 license. Lindsey has worked for a number of financial institutions, including Credit Suisse Securities (USA) LLC and Bear, Stearns & Co. Inc. Lindsey specializes in portfolio management for trusts and endowments, business consulting and exit planning services, and providing financial planning services. Lindsey has a strong track record of success in helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
PORTFOLIO MANAGEMENT FOR TRUSTS AND ENDOWMENTS; BUSINESS CONSULTING AND EXIT PLANNING SERVICES
Unclaimed

Cetera Advisors LLC

location

SALISBURY, MD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Lindsey Cohen is a financial advisor with Cetera Advisors LLC. Lindsey has been in the industry since September 5, 2024. Lindsey holds the Series 7TO and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Grove Point Investments, LLC

location

ROCKVILLE, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Lindzi Pfluger is a financial professional with experience in the securities industry. Lindzi is currently registered with Grove Point Investments, LLC and Western International Securities, Inc. Lindzi has passed the General Securities Representative Examination and the Securities Industry Essentials Examination.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Transamerica Financial Advisors, Inc.

location

ROCKVILLE, MD

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Linh Khanh Nguyen is a financial advisor with over 29 years of experience. Linh currently works at Transamerica Financial Advisors, Inc., and is registered to provide investment advice in Maryland and Virginia. Linh Nguyen has been with Transamerica Financial Advisors, Inc. since January 2012. Before that, Linh was employed at WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC. Linh Nguyen has passed the Series 6, Series 26, and Series 63 exams.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Linley Pangan is an investment advisor representative at T. Rowe Price Advisory Services, Inc. Linley has been in the industry since November 2017 and is registered to provide investment advice in 53 states. Linley has passed the Series 6, 7TO, 63, and 66 exams. Linley has worked at T. Rowe Price since June 2017 and has previously worked at Bank of America. T. Rowe Price Advisory Services, Inc. is a fee-only investment advisor firm. Linley focuses on providing financial planning and portfolio management services to individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Transamerica Financial Advisors, Inc.

location

LAUREL, MD

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Linly Kenrol Ramlal is a financial advisor with over 25 years of experience. Linly is currently registered with Transamerica Financial Advisors, Inc. and has been registered with this firm since January 2012. Before working with Transamerica Financial Advisors, Inc., Linly worked at World Group Securities, Inc. and WMA Securities, Inc. Linly is licensed in 26 states and holds multiple licenses including Series 6, Series 63, Series 26, and SIE. Linly also has experience as a real estate agent and is the president of LKR Strategic Solutions Inc. Linly specializes in providing financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

T. Rowe Price Investment Services, Inc.

location

OWINGS MILLS, MD

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Linnea Cullings is a financial advisor at T. Rowe Price Investment Services, Inc.. Linnea has been in the financial services industry for over 10 years. Linnea holds the Series 6, 7, 24, 63 and 66 licenses. Linnea is registered with the Financial Industry Regulatory Authority (FINRA) and is registered to provide investment advice in 53 states.

SPECIALIZATIONS

No specializations listed.

Need help matching

with the right advisor?