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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
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

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

Davenport & Co. LLC

location

FARMVILLE, VA

experience

32 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

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

Kingsview Wealth Management, LLC

location

FALLS CHURCH, VA

0 Disclosures

ADVISOR BIO

Brett Anthony Sposa is a registered Investment Advisor Representative with Kingsview Wealth Management, LLC. Brett has been in the financial services industry since March 2016. Brett specializes in providing financial advice and portfolio management services to individuals, businesses, investment companies and charitable organizations. Brett is a graduate of Virginia Tech and holds a Series 7, Series 66, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Park Avenue Securities LLC

location

RESTON, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brian Wobensmith is a registered representative of Park Avenue Securities LLC, a brokerage firm with offices in multiple locations across the United States. Brian has been in the financial services industry for over 10 years, offering a wide range of financial services to individuals and businesses. Brian is a graduate of Virginia Tech and holds Series 7 and 66 licenses, along with the Securities Industry Essentials (SIE) exam.

SPECIALIZATIONS

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

Doench Wealth Management, LLC

location

CHARLOTTESVILLE, VA

0 Disclosures

ADVISOR BIO

Brian Harold Doench is an investment advisor representative at Doench Wealth Management, LLC, a registered investment advisor located in CHARLOTTESVILLE, VA. Brian has been in the industry for more than 7 years and has a Series 7 and Series 66. Brian has been registered as an investment advisor representative since February 10, 2016. Brian is a general securities representative and an investment advisor representative. Brian owns a rental property and receives rental income from it. Brian has specializations in Financial Planning and Portfolio Management for Individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Pettyjohn, Wood & White, Inc.

location

LYNCHBURG, VA

0 Disclosures

ADVISOR BIO

Brian Blankinship is a registered Investment Advisor Representative with Pettyjohn, Wood & White, Inc. Brian has been in the industry since 1998 and has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The advisor holds Series 7, 63, and 65 licenses. Brian previously worked for BB&T Investment Services, Inc., Wachovia Securities, LLC, and First Union Capital Markets Corp. Pettyjohn, Wood & White, Inc. provides portfolio management services for individuals and businesses, as well as financial planning services. The firm charges hourly and fixed fees, as well as a percentage of assets.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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