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Educational Seminars & Workshops Advisors in Tennessee
5,989 Results
Unclaimed

LPL Financial LLC

location

PARIS, TN

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Lynn Page is a registered representative and investment advisor representative with LPL Financial LLC. Victoria Lynn Page is registered in Alabama, Florida, Georgia, Illinois, Kentucky, Mississippi, Missouri, North Carolina, Ohio, South Carolina, Tennessee, and Texas. Victoria Lynn Page has been in the securities industry since November 4, 2020. Victoria Lynn Page is also registered with the state of Tennessee as an Investment Advisor Representative. Victoria Lynn Page's current firm is LPL Financial LLC.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHATTANOOGA, TN

experience

45 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Vince Stafford is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Vince has been in the industry since 1980. Vince specializes in providing investment advisory services to a variety of clients, including individuals, corporations, and institutional investors. Vince holds a Series 7, Series 63, Series 65, and SIE license. Vince is a member of FINRA.

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

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Bleau is a financial professional with Raymond James & Associates, Inc. Vincent has been in the industry since August 2016. Vincent holds the Series 7, Series 63, and SIE licenses. Vincent works out of the Raymond James & Associates, Inc. branch office in Memphis, Tennessee.

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

Ameriprise Financial Services, LLC

location

Memphis, TN

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Carlton Perry is a registered representative with Ameriprise Financial Services, LLC since February 27, 2004. Vincent Carlton Perry has a total of 10 years of experience in the securities industry. Vincent Carlton Perry is licensed to provide securities advice in Arkansas, California, Colorado, Florida, Georgia, Mississippi, Missouri, North Carolina, and Tennessee. Vincent Carlton Perry is also a registered investment advisor in Tennessee. Vincent Carlton Perry specializes in providing investment advice to individuals, businesses, and trusts/estates. Vincent Carlton Perry also provides financial planning, pension consulting, educational seminars, and asset allocation services. Vincent Carlton Perry is affiliated with Ameriprise Financial Services, LLC, which is a registered investment advisor with approximately $1 billion - $10 billion in assets under management. Ameriprise Financial Services, LLC offers a wide range of financial products and services, including investment advisory, brokerage, insurance, and retirement planning.

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

Truist Advisory Services, Inc.

location

CLEVELAND, TN

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Virginia Owens has been a financial advisor for over a decade, beginning her career with SunTrust Investment Services in 2010. Virginia joined Truist Advisory Services in 2021 and has a broad range of experience working with individual investors and businesses, providing financial planning and portfolio management services. Virginia is committed to building long-term relationships with clients and providing them with customized financial solutions to help them achieve their goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Captrust | CFP ® (Certifications)

location

Brentwood, TN

0 Disclosures

ADVISOR BIO

Virginia Arnold is a financial advisor with over 30 years of experience in the industry. Virginia is currently registered with Captrust and holds a Series 7, Series 24, Series 51, and Series 63 license. She is also a Certified Financial Planner. Virginia has a strong track record of providing financial advice to individuals, families, and businesses. Her experience includes providing financial planning, portfolio management, and retirement planning services. Virginia is committed to providing her clients with personalized financial advice that meets their individual needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

Sparta, TN

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Virginia Walsh verdugo is a financial advisor with J.p. Morgan Securities LLC based in Sparta, Tennessee. Virginia has been in the financial services industry since September 3, 2000. Virginia is registered to provide investment advice in 53 states and is a registered representative of J.p. Morgan Securities LLC. Virginia's previous employers include MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC.

SPECIALIZATIONS

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

United Capital Financial Advisors | CFP ® (Certifications)

location

MEMPHIS, TN

0 Disclosures

ADVISOR BIO

Virginia Brewer is a financial advisor with United Capital Financial Advisors. Virginia has been in the industry since September 2010. Virginia specializes in providing financial advice to individuals, businesses, charitable organizations, and pension and profit sharing plans. Virginia is a Certified Financial Planner and has registrations in Arkansas, Louisiana, Rhode Island, Tennessee, and Texas. Virginia is also a member of the Board of Directors and Investment Committee at Women's Foundation for a Greater Memphis and an Advisory Board Member at Black Lens Production.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SUB-ADVISER FOR OTHER INVESTMENT ADVISERS
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

Nashville, TN

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Virginia mitchell Chambless is an experienced financial advisor with a long history in the industry, having started her career in 1999. She is currently registered with J.P. Morgan Securities LLC, based in Nashville, Tennessee. Her expertise spans several areas including investment banking, research analysis, and general securities. Virginia holds numerous licenses, including Series 7, 79TO, 87, and the SIE, along with the Series 63, allowing her to work with clients across multiple states.

SPECIALIZATIONS

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

First Horizon Advisors, Inc.

location

MEMPHIS, TN

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Vivian Teresa Okello is a financial advisor with First Horizon Advisors, Inc. based in MEMPHIS, TN. Vivian has been in the financial services industry since May 2007. Vivian is registered with FINRA and the state of Tennessee. Vivian specializes in providing financial planning and investment advice to 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

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