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

Allegiance Financial Group

location

VIENNA, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brett Anthony Thompson is a financial advisor with Allegiance Financial Group. Brett has been in the financial industry since January 18, 2022. Brett is registered with the state of Virginia and is currently active as a registered representative with the firm. Brett has a Series 7TO, Series 66, and SIE license and is licensed with FINRA. Brett has experience working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brett Sharpe is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Brett has been in the financial industry for less than a year and is registered with the state of Virginia as a Registered Representative (RA). Brett has also passed the Series 66, Series 7TO, and SIE exams.

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

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

HSC Wealth Advisors

location

FOREST, VA

0 Disclosures

ADVISOR BIO

Brian Devers is an investment advisor representative for HSC Wealth Advisors, located in FOREST, VA. Brian has been in the industry since 2007. Brian specializes in working with individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. Brian is registered to provide investment advisory services in Virginia. Brian is a Series 65 licensed advisor. Brian has a professional background that includes experience with R L Lovelace & Associates, Lovelace, Norvelle & Mathews, PC, and HSC Wealth Advisors.

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
location

VIRGINIA BEACH, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brian Slingerland is a financial advisor at LPL Financial LLC. Brian has been in the financial industry since 2016 and has a Series 6, Series 63, and SIE license. Brian has worked at MML Investors Services, LLC before joining LPL Financial LLC. Brian is registered in Virginia. LPL Financial LLC is a financial services company that provides a variety of financial products and services, including investment management, retirement planning, and insurance. The firm is based in Fort Mill, South Carolina, and has more than 20,000 employees. LPL Financial LLC manages more than $50 billion in assets for a variety of clients, including individuals, families, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Commonwealth Financial Network

location

Virginia Beach, VA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Brian Matthew Bean is a financial advisor with over 30 years of experience in the industry. Brian has been registered with Commonwealth Financial Network since August 2017, and previously held registrations with WFG Investments, Inc., GWN Securities Inc., Medallion Investment Services, Inc., Next Financial Group, Inc., VALIC Financial Advisors, Inc., and The Variable Annuity Marketing Company. Brian has a Series 6, 62, 63, and 65, and a SIE license, and holds registrations in 14 states. Brian specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, 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
Publication of Financial Periodicals
Unclaimed

Fitzwilliams Wealth Management Inc.

location

CHESAPEAKE, VA

0 Disclosures

ADVISOR BIO

Brian Lindberg is an Investment Advisor Representative with Fitzwilliams Wealth Management Inc., licensed in Florida, Louisiana, North Carolina, Pennsylvania, Texas and Virginia. Brian has been in the industry since 2011 and specializes in providing financial planning services, as well as managing portfolios for both businesses and individuals. Brian holds a Series 65 license and is actively registered with the state of Virginia as an Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals

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