Invested Better
Portfolio Management for Businesses Advisors in Virginia
9,679 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

SPRINGFIELD, VA

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brad Courtney is a registered representative with Wells Fargo Clearing Services, LLC. Brad has been in the industry since October 15, 2010 and has a strong track record of providing financial advice to individuals, businesses, and institutions. Brad is a licensed representative in multiple states and holds the Series 66, SIE and Series 7 licenses. Brad is also a registered investment advisor and offers a range of 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
location

MIDLOTHIAN, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Bradford Elias johnathan Spangler is a financial advisor with LPL Financial LLC. Bradford Spangler has been working in the financial services industry since January 14, 2019. Bradford Spangler holds Series 7, Series 63, and Series 65 licenses. LPL Financial LLC offers a wide range of financial services including financial planning, portfolio management, and investment advisory services. Bradford Spangler is licensed in Virginia, Michigan, Vermont, and Louisiana.

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

Riverfront Investment Group, LLC

location

RICHMOND, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Bradford Duane Williams is a financial advisor with Riverfront Investment Group, LLC, based in Richmond, Virginia. Bradford has been in the industry since July 2015. Williams is registered as a Registered Investment Advisor (RIA) and has held several positions, including Regional Director- Mid America. Bradford Williams is a Series 66, SIE and Series 7 licensed advisor, with an active license in Virginia.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDE INVESTMENT MODELS TO UMA AND MODEL DELIVERY PLATFORMS
Unclaimed

Edelman Financial Engines

location

FAIRFAX, VA

0 Disclosures

ADVISOR BIO

Bradford Perry Johnson is a registered Investment Advisor Representative with Edelman Financial Engines. Johnson has been in the industry since 2012 and has experience with several firms. Johnson is registered with the state of Virginia and Texas. Johnson specializes in the areas of investment advisory services and financial planning.

SPECIALIZATIONS

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

Range Advisory, LLC

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Bradford Clayton Jeter is a registered investment advisor representative with Range Advisory, LLC, an investment advisory firm based in McLean, Virginia. Bradford has worked in the financial services industry since 2017 and has experience with firms like J.P. Morgan Securities LLC and UBS Financial Services Inc. Bradford holds the Series 66, Series 79TO, SIE, and Series 7 licenses. At Range Advisory, LLC, Bradford focuses on providing investment advice and financial planning to individuals and high-net-worth individuals. The firm also offers educational seminars and publications.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Bradford Clayton Ellis is a financial advisor registered with Wells Fargo Clearing Services, LLC. Bradford has been in the financial services industry since December 2014. Prior to joining Wells Fargo Clearing Services, LLC, Bradford was employed by SunTrust Investment Services, Inc. and Edward Jones. Bradford is licensed to conduct business in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, and West Virginia.

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
location

MCLEAN, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Bradford Avery is an investment professional with over 27 years of experience in the financial services industry. Bradford is currently registered with PNC Investments as a registered representative and investment advisor representative, where has been employed since March 2013. Prior to joining PNC Investments, Bradford held positions at LINSCO/Private Ledger Corp., Riggs Securities Inc., Financial Network Investment Corporation, Compulife Investor Services, Inc. and AEGON USA Securities Inc. Bradford specializes in investment services including Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisers.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Riverfront Investment Group, LLC

location

RICHMOND, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Bradford Adam Wear has been in the financial industry since 1998. Bradford is currently registered with Riverfront Investment Group, LLC. Previously, Bradford was registered with Morgan Stanley, Morgan Stanley & Co. Incorporated, Strand, Atkinson, Williams & York, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bradford holds Series 7, Series 24, Series 66, and SIE licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDE INVESTMENT MODELS TO UMA AND MODEL DELIVERY PLATFORMS
Unclaimed
location

RESTON, VA

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Bradford Jeter has been in the financial services industry since 1986. Bradford is a Registered Representative and Investment Advisor Representative with Morgan Stanley. Bradford holds multiple licenses and qualifications, including Series 3, 7, 9, 10, 63, and 65. Bradford has worked with a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, investment companies, and insurance companies. Bradford is a partner in Blue Chip Associates Investment Club. Bradford is licensed in 30 states and the District of Columbia.

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

Kaplan Wealth Management, Inc. | CFP ® (Certifications)

location

RESTON, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Kaplan is a financial advisor with Kaplan Wealth Management, Inc., a registered investment advisor (RIA) firm, in Reston, Virginia. Bradley has over 25 years of experience in the financial services industry. Bradley specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Need help matching

with the right advisor?