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

Davenport & Co. LLC

location

FARMVILLE, VA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Brett Voncannon Watson is a registered investment advisor representative with Davenport & Co. LLC in FARMVILLE, VA. Brett has been in the industry since 1992. Brett holds licenses in multiple states including Texas, Virginia, and others. Davenport & Co. LLC provides advisory services to individuals, businesses, institutions, and other investment advisers. The firm's services include financial planning, portfolio management, pension consulting, and educational seminars.

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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Manchester Capital Management LLC | CFP ® (Certifications)

location

Charlottesville, VA

0 Disclosures

ADVISOR BIO

Brett Croft is a financial advisor with Manchester Capital Management LLC, working from their Charlottesville, VA office. Brett has been in the industry since 2011 and holds Series 7, 63, and 66 licenses. Brett's firm manages over $3.6 billion in client assets, focusing on providing financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Thompson Siegel & Walmsley LLC | CFA ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Brett Hawkins is a registered representative with Thompson Siegel & Walmsley LLC. Brett has been with Thompson Siegel & Walmsley LLC since 2001, and prior to that was employed at First Union Securities, Inc. Brett Hawkins has Series 7 and is a Chartered Financial Analyst. Brett Hawkins specializes in providing investment advice to high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
UNIFIED MANAGED ACCOUNTS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

AMJ Financial Wealth Management LLC

location

LEESBURG, VA

0 Disclosures

ADVISOR BIO

Brett Bender is a registered investment advisor representative with AMJ Financial Wealth Management LLC in Leesburg, Virginia. Brett has been in the financial services industry since March 1997 and is a member of AMJ Financial LLC, where Brett manages office operations and accounting functions. Brett's experience includes providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals, and selecting other advisors for clients.

SPECIALIZATIONS

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

Rembert Pendleton Jackson | CFP ® (Certifications)

location

VIENNA, VA

0 Disclosures

ADVISOR BIO

Brett William Roper is a financial advisor with Rembert Pendleton Jackson, located in Vienna, VA. Brett has been in the industry since 2004. Brett has a Series 65 license and is also a Certified Financial Planner. Brett's firm specializes in providing financial planning services for individuals, corporations, 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
BUSINESS CONSULTING
Unclaimed

Olio Financial Planning | CFP ® (Certifications)

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Brian Talbott is an investment advisor representative with Olio Financial Planning. Brian is a Certified Financial Planner™ professional. Brian has been in the industry since 2003 and has experience providing financial advice to individuals, businesses, and charitable organizations. Brian is registered to provide investment advice in North Carolina, Ohio, Pennsylvania, Texas, and Virginia. Brian holds the Series 6, 7, and SIE securities licenses.

SPECIALIZATIONS

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

Bogart Wealth, LLC | CFP ® (Certifications)

location

Vienna, VA

0 Disclosures

ADVISOR BIO

Brian Paul Windsor is a financial advisor with Bogart Wealth, LLC. Brian has been in the industry since 2007. Brian holds Series 6, 7, 63, and 66 securities licenses, as well as the SIE. Brian specializes in providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

LYNCHBURG, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Brian Baker is an active Investment Advisor Representative with MML Investors Services, LLC. Brian's experience in the financial industry began in 2002. Brian is registered in multiple states, including Virginia, Texas, Florida and several others. Brian currently has licenses for the Series 65, 66, and 7 exams, as well as the SIE. Brian is also a licensed life and health agent. Brian's current role at MML Investors Services, LLC involves providing financial planning and investment advice to individuals, families, and businesses.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

LAKE RIDGE, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brian Shanley is a registered investment advisor representative with Ameriprise Financial Services, LLC. Brian has been in the financial services industry since August 2022. Brian has a Series 66, Series 7TO, and SIE license. Brian is also registered in 14 states. Brian specializes in financial planning and asset allocation. Brian is dedicated to helping clients achieve their financial goals.

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

Cambridge Investment Research Advisors, Inc.

location

Woodbridge, VA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brian Bloxom is an investment advisor representative associated with Cambridge Investment Research Advisors, Inc. Brian has been in the financial services industry since May 4, 1995. Brian is registered with the state of Virginia and Texas as an investment advisor representative. Brian holds the Series 6, 7, 63, 66, 79TO, and SIE securities licenses. Brian has been affiliated with Cambridge Investment Research Advisors, Inc. since March 2014. Brian is an Advisory Board Member of Freedom Bank and also is a Director Consultant for Business Networking Institute.

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

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