Invested Better
Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Frederick, MD

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Moore is a financial advisor with Cambridge Investment Research Advisors, Inc.. Kevin has been a registered representative in the securities industry since 2018. Kevin is licensed to sell securities in 24 states and holds a Series 7, Series 66, and SIE license. Kevin has a background in the U.S. Army Medical Research Acquisition Activity. Kevin provides financial planning, portfolio management, and educational seminars for individual and business clients.

SPECIALIZATIONS

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

Islands East Advisors

location

CHESTER, MD

0 Disclosures

ADVISOR BIO

Kevin Caldwell is a registered Investment Advisor Representative with Islands East Advisors. Kevin Caldwell has been working in the financial services industry since February 2014. Kevin Caldwell is registered in Maryland and specializes in providing Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for individuals. Islands East Advisors primarily serves individuals with assets under management of $1,614,216. They offer investment advisory services using a combination of fixed fees, hourly charges, and a percentage of assets.

SPECIALIZATIONS

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

Annapolis, MD

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Michael Turnock is an investment advisor representative with Morgan Stanley. Kevin has been in the financial services industry since 1995. He has a Series 7, Series 63, Series 65, and SIE licenses. Kevin is also a registered investment advisor in Maryland and Texas. Kevin has experience providing financial advice to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Navy Federal Investment Services, LLC | CFC ® (Certifications)

location

Rockville, MD

experience

36 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Kevin Michael Reese is a financial advisor with Navy Federal Investment Services, LLC. He has been in the securities industry since February 15, 1989. Kevin is registered with FINRA and the state securities regulators of 29 states. He holds the Series 7, Series 63, and Series 66 licenses. Kevin is also a Chartered Financial Consultant. His professional experience includes positions at CUNA Brokerage Services, Inc., Monument Distributors, Inc., Countrywide Investments, Inc., Investment Affiliate, Inc., Calvert Distributors, Inc., The Advisors Group, Inc., Thomas James Associates, Inc., and Sherwood Capital, Inc. Kevin is based in Rockville, MD and serves clients throughout the United States.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

CALVERTON, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Pinto is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Calverton, MD. Kevin has been in the industry since 1999 and holds a Series 7, Series 24, and Series 66 licenses. Kevin is also a Certified Financial Planner. In addition to working at Raymond James Financial Services Advisors, Inc., Kevin also owns a support company, DHJ Advisors, LLC. Kevin has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chevy Chase Financial Services in the past. Kevin is registered to provide investment advice in 17 states.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

CHEVY CHASE, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Barrett Treacy is a registered representative with RBC Capital Markets, LLC. Kevin has been in the securities industry since September 2019. Kevin holds the Series 66 and Series 7TO licenses and is registered to conduct business in 30 states. Kevin has worked for both Securian Financial Services, Inc. and RBC Capital Markets, LLC. Kevin also works as a Fixed Insurance Agent/Broker with Virginia Asset Management.

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

Raymond James & Associates, Inc.

location

Hunt Valley, MD

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Nordquist Clorety is an active Broker-Dealer and is not currently registered as an Investment Advisor. Kevin Nordquist Clorety has been working in the securities industry since January 15, 2001. Currently, Kevin Nordquist Clorety is registered with Raymond James & Associates, Inc. in the state of Maryland. Kevin Nordquist Clorety has previously been registered with DEUTSCHE BANK SECURITIES INC. in the state of Maryland. Kevin Nordquist Clorety holds the Series 63, Series 57TO, SIE, Series 55, and Series 7 licenses.

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

Empower Advisory Group, LLC

location

North Bethesda, MD

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Brown is a financial advisor with Empower Advisory Group, LLC. Kevin has been in the financial services industry since 2005 and holds a Series 6, Series 63, Series 65 and SIE license. Kevin is registered as a broker-dealer in 10 states including Maryland, Virginia, Texas, Oregon, Louisiana, Tennessee, and District of Columbia. Kevin specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kevin has worked with Pruco Securities, LLC. and Prudential Insurance Company of America in the past. Kevin has been with Empower Advisory Group since 2025.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

TOWSON, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Fusco has been in the financial services industry since 2002. Kevin is a Registered Representative and Investment Advisor Representative currently associated with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2012. Kevin is licensed to sell securities in 34 states and has passed the Series 63, 65, 7 and 24 exams. Prior to joining Raymond James Financial Services Advisors, Inc., Kevin was associated with LPL FINANCIAL LLC from 2002 to 2012.

SPECIALIZATIONS

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

XML Financial Group

location

BETHESDA, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Kevin P. Peters is a financial advisor with XML Financial Group. Kevin has over 20 years of experience in the financial services industry and is registered with the state of Maryland. Kevin is also registered with the state of Texas and Virginia. Kevin focuses on financial planning, portfolio management, and pension consulting. Kevin also offers educational seminars to help individuals and families learn about financial planning. Kevin has a strong track record of success in helping clients reach their financial goals. He has helped clients of all ages and backgrounds, from individuals and families to businesses and institutions.

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?