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Financial Advisors in Maryland
10,173 Results
Unclaimed

Thrivent Investment Management Inc.

location

Marriottsville, MD

experience

38 Years Experience

disclosure

12 Disclosures

ADVISOR BIO

Arnold Abel is an investment advisor representative with Thrivent Investment Management Inc. based in Marriottsville, Maryland. Arnold has been in the industry since 1987. Arnold is registered with the state of Maryland as an Investment Advisor Representative and with the states of Tennessee and Texas as an Investment Advisor Representative. Arnold is also registered with FINRA. Arnold's firm, Thrivent Investment Management Inc., offers financial planning and portfolio management services for individuals. The firm has approximately $14.8 billion in regulatory assets under management.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

PIKESVILLE, MD

experience

27 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

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

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

Ameriprise Financial Services, LLC

location

KENSINGTON, MD

experience

28 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

Morgan Stanley & Co. LLC

location

Baltimore, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Arthur Blair is a financial advisor with Morgan Stanley & Co. LLC, a firm with a strong reputation in the financial services industry. Arthur has been in the industry since 2008 and has a strong track record of providing sound financial advice to clients. Arthur has a broad range of experience in various areas, including investment company products and variable contracts. Arthur's dedication to helping clients achieve their financial goals is evident in his commitment to staying current on industry trends and regulations.

SPECIALIZATIONS

No specializations listed.

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

First Command Advisory Services

location

Annapolis, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Arthur Gibb is a financial advisor at First Command Advisory Services. Arthur has been in the industry for over 10 years, and is registered with the state of Maryland. Arthur is also registered with the state of California, District of Columbia, Florida, Hawaii, Maryland, Massachusetts, Montana, New York, North Carolina, Pennsylvania, and Virginia. Arthur's primary focus is financial planning and portfolio management for individuals. Arthur also has experience in providing financial planning services to corporations and other businesses. Arthur has a Bachelor of Arts degree in Economics from the United States Naval Academy. Arthur is a certified financial planner (CFP). Arthur is also a member of the Financial Planning Association.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
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

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

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