Invested Better
Financial Advisors in Maryland
10,173 Results
Unclaimed

Grove Point Advisors, LLC

location

ROCKVILLE, MD

experience

42 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Barry David barton Silver is a financial advisor registered with Grove Point Advisors, LLC and has been in the industry since May 3, 1983. Barry Silver is a licensed advisor in Arizona, California, Colorado, Florida and Nevada. Barry Silver is an investment advisor representative with Grove Point Advisors, LLC, Grove Point Investments, LLC and H. Beck Inc. Barry Silver has also been previously registered with Wachovia Securities, LLC, Crowell, Weedon & Co., Dean Witter Reynolds Inc., Paine Webber Incorporated, Sutro & Co. Incorporated, and Prudential-Bache Securities Inc.

SPECIALIZATIONS

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

Lighthouse Financial Planning, LLC | CFP ® (Certifications)

location

POTOMAC, MD

0 Disclosures

ADVISOR BIO

Barry Korb is a certified financial planner and a registered investment advisor representative with Lighthouse Financial Planning, LLC. Barry has been with Lighthouse Financial Planning, LLC since 2003. Barry is registered to provide investment advice in Maryland and Virginia. Barry specializes in retirement planning, college planning, and estate planning. Barry's primary function is to be a passive partner in Susan RLD Enterprises LLC, a non-investment related private real estate management firm owned by his daughter.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

COLUMBIA, MD

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Barry Green is a financial professional with over 30 years of experience in the industry. Barry is currently registered with Cetera Investment Advisers LLC and holds Series 6, 7, 63, and 65 licenses, along with the SIE. Barry previously worked at CAPITAL BROKERAGE CORPORATION and FORTH FINANCIAL SECURITIES, CORPORATION. Barry is registered in 14 states, including District of Columbia, Georgia, Illinois, Kentucky, Maryland, Nevada, New York, Ohio, Pennsylvania, Texas, Virginia, and West Virginia. Barry also holds a current registration as an Investment Advisor Representative in Maryland and Texas. Barry has been providing financial advice and services to individuals, corporations, and other entities. Barry specializes in various areas, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Hunt Valley, MD

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Barry Lee Garber is an investment advisor representative with Raymond James & Associates, Inc. Barry has been in the industry since December 16, 1991 and holds licenses to conduct business in 32 states and 3 jurisdictions. Barry has a history of previous employment with DEUTSCHE BANK SECURITIES INC. and DB ALEX. BROWN LLC. The advisor offers a variety of services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and more.

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

PFS Investments Inc.

location

CLINTON, MD

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Barry Estel Thomson is a financial professional with over two decades of experience in the financial services industry. Barry is currently registered with PFS Investments Inc. in CLINTON, MD and has been with the firm since 2012. PFS Investments Inc. is a well-established firm providing investment advisory services to a wide range of clients, including individuals, corporations, and charitable organizations. Barry has held previous roles with PFS Investments Inc. in BOWIE, MD, and DULUTH, GA. Barry holds the Series 6 and SIE licenses, demonstrating a commitment to staying current with industry knowledge and regulations.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Glass Jacobson Wealth Advisors

location

OWINGS MILLS, MD

0 Disclosures

ADVISOR BIO

Bart Scheffel is an investment advisor representative at Glass Jacobson Wealth Advisors in Owings Mills, MD. Bart has been in the industry since January 1984. He has a Series 65 license and is registered as an Investment Advisor in Maryland. Bart is a shareholder of the CPA firm of Glass Jacobson & Associates, PA and works 200 hours per month as a full-time CPA in a non-investment related role. Glass Jacobson Wealth Advisors provides financial planning, pension consulting, and portfolio management services for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wealthspire Advisors | CFP ® (Certifications)

location

Potomac, MD

0 Disclosures

ADVISOR BIO

Bart Joseph Lanman is an investment advisor representative at Wealthspire Advisors. Bart has been in the financial services industry since 2001 and has experience in providing financial planning, portfolio management, and selection of other advisors. Bart is a Certified Financial Planner and holds the Series 65 license. Bart has previously worked at TRICAPITAL ADVISORS INC. and SQUIRE LEMKIN & O'BRIEN.

SPECIALIZATIONS

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

Valic Financial Advisors, Inc.

location

LINTHICUM HEIGHTS, MD

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Barton Lynn George is a financial advisor with Valic Financial Advisors, Inc. based in Linthicum Heights, MD. Barton has been in the financial services industry since 1988. Barton is registered as a broker-dealer in eleven states and as an investment advisor representative in ten states. Barton works with a wide range of clients, including individuals, corporations, and trusts. Barton provides financial planning, investment management, and wrap account services to clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Gallagher Fiduciary Advisors, LLC | CFP ® (Certifications)

location

Rockville, MD

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Barton Joseph Kershner is a financial advisor in Rockville, MD. Barton has been in the industry since April 2007 and is currently registered with Gallagher Fiduciary Advisors, LLC. Barton has previously worked with a number of other firms including TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, LPL FINANCIAL LLC, and MORGAN STANLEY SMITH BARNEY. Barton holds Series 7, Series 31, Series 66 and SIE licenses and is also a Certified Financial Planner. Barton has a total of 11 state registrations and is currently active in Maryland. Barton specializes in providing financial and investment advice to individuals, businesses, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SEE SCHEDULE D MISC. FOR EXPLANATION
Unclaimed

Equitable Advisors, LLC | CFP ® (Certifications)

location

ROCKVILLE, MD

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Basil David Herzstein is a financial advisor who has been in the industry since July 27, 1992. Basil is currently registered with Equitable Advisors, LLC and has branch office locations in Rockville, MD. Basil is licensed to provide financial advice in 21 states. Basil has a total of 21 state registrations.

SPECIALIZATIONS

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

Need help matching

with the right advisor?