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
VIENNA, VA
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
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
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
VIENNA, VA
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
VIRGINIA BEACH, VA
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
VIRGINIA BEACH, VA
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
VIENNA, VA
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
RESTON, VA
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
Roanoke, VA
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