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Financial Planning Services Advisors in Columbia, Maryland
350 Results
Unclaimed

Ameriprise Financial Services, LLC

location

COLUMBIA, MD

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Karl Lionel Campbell is an Ameriprise Financial Services, LLC registered representative with over 20 years of experience in the financial industry. Karl has experience serving high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Karl provides financial planning and investment advice, and is licensed in 17 states. Karl began his career at IDS Life Insurance Company in 2001, and joined Ameriprise in 2005.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

COLUMBIA, MD

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Kathryn Badger is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 30 years of experience in the financial services industry. Kathryn holds both Series 63 and 65 licenses, and she is also a registered investment advisor in several states. She has experience working with a variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Kathryn specializes in investment planning and portfolio management, providing personalized services to help clients achieve their financial goals. In addition to her work at Merrill Lynch, Kathryn is also a trustee for the Alfred & Edwina Badger Real Estate Trust.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

COLUMBIA, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Keilan Mathews is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 6 years of experience in the securities industry. Keilan is licensed to provide investment advice in a range of states, including Maryland, Texas, and others. They specialize in providing investment advice and portfolio management for a wide range of clients, including individuals, businesses, and institutions. Keilan's work is focused on assisting clients with financial planning, investment management, and retirement planning. They also have expertise in providing investment advice on a variety of investment products, including stocks, bonds, mutual funds, and options.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

RBC Capital Markets, LLC

location

COLUMBIA, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kelley Jean Fant is a registered representative with RBC Capital Markets, LLC. Kelley has been in the securities industry since June 12, 2008. Kelley has a Series 7, Series 66, and a SIE license. Kelley is registered with the state of Maryland.

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

Equitable Advisors, LLC

location

COLUMBIA, MD

experience

18 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kenneth Handy is a financial advisor with Equitable Advisors, LLC, registered in 18 states and the District of Columbia. Kenneth has been in the financial services industry since 2006. Kenneth has a strong background in financial planning, portfolio management, and pension consulting. Kenneth works with a range of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

COLUMBIA, MD

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Kent Jasperse is a financial advisor with Wells Fargo Clearing Services, LLC. Kent has been in the financial services industry since 2013 and has held previous positions with Equity Services, Inc., and NYLIFE Securities LLC. Kent holds FINRA Series 6, 7TO, 63, and 65 licenses, as well as a SIE designation. He is registered to provide investment advice in Colorado, Connecticut, Delaware, District of Columbia, Florida, Hawaii, Illinois, Kentucky, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and West Virginia. Kent has extensive experience working with individuals, businesses, and institutions, and provides a range of investment advisory services, including financial planning, portfolio management, and investment consulting.

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

Avantax Advisory Services

location

COLUMBIA, MD

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Thomas Hutt is an investment advisor representative with Avantax Advisory Services. Kevin has been in the industry since 1995 and is currently registered in Maryland and Texas. Kevin holds Series 6, 7, and 63 licenses and the SIE exam. Kevin provides financial planning services and specializes in portfolio management for individuals and businesses. Kevin is also a trustee for Bon Secours Baltimore Health System and a board member for Celebration Community Development Corporation, Onyx Asset and Wealth Management LLC, The Hutt & Co., LLC, Christian Jail Ministry, Inc., Hidden Ridge Homeowners Association, and National Children's Center, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Cetera Investment Advisers LLC

location

COLUMBIA, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Michael Link is an investment advisor representative with Cetera Investment Advisers LLC. Kevin Michael Link has been in the financial services industry since 2003. Kevin Michael Link has a Series 6, 7, 63 and 65. Kevin Michael Link is registered in 14 states. Prior to joining Cetera Investment Advisers LLC, Kevin Michael Link was registered with VOYA FINANCIAL ADVISORS, INC. and SAGEPOINT FINANCIAL, INC. Kevin Michael Link specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Kevin Michael Link is also a volunteer with the St. Agnes Hospital Charitable Foundation.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

COLUMBIA, MD

experience

9 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kevin Dean Cook is an investment advisor representative at Equitable Advisors, LLC, a firm with a long history in the financial services industry. Kevin has been in the financial industry for over 10 years and holds both Series 63 and Series 65 licenses. Kevin's practice focuses on helping individuals and families reach their financial goals and providing financial planning and wealth management advice. Kevin is registered with the Securities and Exchange Commission (SEC) and several state regulatory agencies.

SPECIALIZATIONS

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

Avantax Advisory Services | PFS ® (Certifications)

location

Columbia, MD

0 Disclosures

ADVISOR BIO

Kevin Thomas Howard is a financial advisor registered with Avantax Advisory Services. Kevin has been in the financial services industry since 1997 and holds the Series 65 license. Kevin is a Personal Financial Specialist and provides financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS

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