Years of Experience
5-20+ Years
FARMVILLE, VA
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
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
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
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
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
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
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
LYNCHBURG, VA
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
LAKE RIDGE, VA
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
Woodbridge, VA
30 Years Experience
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