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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

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

Mariner Independent | CFP ® (Certifications)

location

Warrenton, VA

0 Disclosures

ADVISOR BIO

Brett Nelson is a financial advisor at Mariner Independent, based in Warrenton, VA. Brett has over 15 years of experience in the financial services industry. Brett holds the Series 7, Series 63 and Series 65 licenses, and is a Certified Financial Planner. Brett has worked at several firms, including VOYA Financial Advisors, Inc. and Edward Jones. Brett is committed to providing clients with personalized financial advice and strategies to help them reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

1 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

MML Investors Services, LLC

location

VIRGINIA BEACH, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Brian Laroche is a financial advisor who has been in the industry for over 20 years. Brian is registered with MML Investors Services, LLC and is licensed in multiple states. Brian specializes in a variety of financial services, including financial planning, portfolio management for individuals and businesses, and asset allocation programs. Brian also conducts educational seminars for clients and can provide guidance on navigating retirement benefits.

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

Ameriprise Financial Services, LLC

location

VIENNA, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Brian Elwood Robinson is a financial advisor at Ameriprise Financial Services, LLC. Brian has been in the industry since 2000 and has a wide range of experience in financial planning, portfolio management, and investment advice. Brian has been registered with Ameriprise Financial Services, LLC since 2005 and has a strong track record of success. Brian is committed to providing clients with personalized advice and guidance to help them 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RESTON, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Brian Christopher Murray is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., specializing in various financial planning services, including investment management. Brian has been working in the financial services industry since April 9, 2000. He is licensed in a number of states and holds licenses to sell securities and provide investment advice.

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

Cambridge Investment Research Advisors, Inc.

location

Roanoke, VA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Brian Roberts Wheeler is a financial advisor with over 12 years of experience in the financial services industry. Brian is a registered representative of Cambridge Investment Research Advisors, Inc. and holds a Series 6, Series 7TO, Series 24, Series 63 and Series 65. Brian is also a registered investment advisor in Virginia and Texas. Brian is affiliated with Cambridge Investment Research Advisors, Inc. which has over 448,526 client accounts and approximately 87 billion dollars in assets under management. Brian provides a variety of financial services to individuals, families and businesses. Brian's areas of expertise include financial planning, investment management 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
Market Timing Services

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