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Financial Advisors in Maryland
10,173 Results
Unclaimed

Equitable Advisors, LLC

location

PIKESVILLE, MD

experience

44 Years Experience

disclosure

10 Disclosures

ADVISOR BIO

Arnold Frank is a financial advisor with Equitable Advisors, LLC. Arnold is licensed to provide financial advice in several states, including Maryland, Florida, New York, Pennsylvania, and Virginia. Arnold holds licenses for securities and investments and has been in the financial industry since 1980. Arnold has been with Equitable Advisors, LLC since 1999. In addition to providing financial advice, Arnold also provides financial planning services, pension consulting, and educational seminars.

SPECIALIZATIONS

No specializations listed.

Unclaimed

MML Investors Services, LLC

location

PIKESVILLE, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Aron Maddox is a financial professional with over two decades of experience in the investment industry. Aron is currently registered with MML Investors Services, LLC and has previously held positions with T. Rowe Price Investment Services, Inc., UVEST Financial Services Group, Inc., ProFunds Distributors, Inc., ICMA-RC Services, LLC, and First Maryland Brokerage Corporation. Aron has a strong track record of providing investment advice and financial planning services to a diverse clientele.

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

Harbor Investment Advisory, LLC

location

Lutherville, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Arthur Boykin is an investment advisor representative with Harbor Investment Advisory, LLC. Arthur has been in the industry since 2011. Prior to joining Harbor Investment Advisory, LLC, Arthur worked at MORGAN STANLEY. Arthur is registered to provide investment advisory services in 34 states and the District of Columbia.

SPECIALIZATIONS

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

PFS Investments Inc.

location

LANHAM, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Arthur William Scales is a registered representative with PFS Investments Inc. and has been in the financial industry since April 16, 2006. Arthur Scales is licensed in Maryland and the District of Columbia. Arthur Scales specializes in investment company products/variable contracts. The firm has a wide range of clients including corporations, individuals, and charitable organizations. The firm provides portfolio management services and may utilize a fee-based model for compensation.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Chevy Chase Trust Co.

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Arthur Adler is an Investment Advisor Representative at Chevy Chase Trust Co., a firm that provides trust and investment management services. Arthur has over 20 years of experience in the industry. Arthur has passed the Series 7, Series 63 and Series 65 exams. Arthur has a current registration with the state of California and has held previous registrations with the state of Maryland. Arthur's firm focuses on providing services for high net worth individuals, charitable organizations, pooled investment vehicles, and corporations or other businesses.

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

Lombard Advisers Inc.

location

BALTIMORE, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Arthur Graig Gallo is a financial professional with experience in the securities industry. Arthur is currently registered with Lombard Advisers Inc. and has been with the firm since March 2019. Prior to that, Arthur was employed by NYLIFE Securities LLC. Arthur is also a registered Investment Adviser Representative in Pennsylvania.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

OWINGS MILLS, MD

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Arthur Mark Barr is a financial advisor with over 26 years of experience in the financial services industry. Arthur is currently registered with LPL Financial LLC and has been with the firm since May 2024. Previously, Arthur worked at Lincoln Financial Securities Corporation from April 2007 to May 2024 and at AXA Advisors, LLC from April 1997 to April 2007. Arthur holds the Series 6, Series 63 and SIE licenses. Arthur is registered with the states of Arizona, California, Colorado, Florida, Georgia, Maryland, Minnesota, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Arthur specializes in providing financial planning, portfolio management, and consulting services.

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

1919 Investment Counsel, LLC

location

BALTIMORE, MD

0 Disclosures

ADVISOR BIO

Arthur Sheldon Karafin is an investment advisor representative with 1919 Investment Counsel, LLC. Arthur is registered with the state of Pennsylvania. Arthur has been in the industry since 2006. Arthur is also a partner in the law firm Karafin, Gruonstein, Dubrow, and spends approximately 3 hours per week on this work.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
NONDISCRETIONARY INVESTMENT ADVICE AND CERTAIN FAMILY OFFICE SERVICES
Unclaimed

Ameriprise Financial Services, LLC

location

KENSINGTON, MD

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Arthur William Mcgrath is a financial advisor at Ameriprise Financial Services, LLC in Kensington, MD. Arthur is registered with the state of Maryland and holds Series 63 and 65 licenses. Arthur has been in the financial industry since 1997, with past employment at IDS Life Insurance Company, Josephthal Lyon & Ross Incorporated, and Biltmore Securities, Inc. Ameriprise Financial Services, LLC is a large firm based in Minneapolis, MN with over 1134264 clients and more than $479.8 billion in assets under management. Ameriprise Financial Services, LLC provides a variety of financial services including financial planning, portfolio management, and asset allocation services.

SPECIALIZATIONS

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

Arthur Stein Financial, LLC | CFP ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Arthur Stein is a financial advisor with over 30 years of experience in the financial services industry. Arthur is a Certified Financial Planner™ professional with a strong commitment to helping individuals and families achieve their financial goals. Arthur Stein currently works with Arthur Stein Financial, LLC, a firm he founded in 2012. Prior to starting his own firm, Arthur held positions at several other firms including Raymond James Financial Services, Inc. and MML Investors Services, Inc. Arthur provides a range of financial services, including financial planning, investment management, and insurance. Arthur works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Publication of Financial Periodicals

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