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

Truist Advisory Services, Inc.

location

WILLIAMSBURG, VA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Bridget Doane is an Investment Advisor Representative at Truist Advisory Services, Inc. based in Williamsburg, Virginia. Bridget Doane has been in the financial industry since 2013. Bridget Doane is registered with FINRA as a Registered Representative and is also a Registered Investment Advisor in Virginia. Bridget Doane provides financial planning, portfolio management for businesses and individuals, and selection of other advisers to clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

STAUNTON, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Bridgett Beasley is a financial advisor with Ameriprise Financial Services, LLC. Bridgett has been working in the financial services industry since 2021. Bridgett is a Registered Representative with Ameriprise Financial Services, LLC in Staunton, Virginia. Bridgett is also a licensed Investment Advisor Representative with Ameriprise Financial Services, LLC in Staunton, Virginia. Bridgett specializes in financial planning, portfolio management for individuals and businesses, asset allocation services, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

Virginia Beach, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Bridgette Laque is a financial advisor with Morgan Stanley. Bridgette has been in the financial services industry since 2006 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Bridgette is registered to provide investment advice in 53 states and is also a registered representative with FINRA. Bridgette holds several professional licenses and designations, including Series 6, 7, 10, 24, 63, and 66. Bridgette is committed to providing her clients with personalized financial advice and guidance that helps 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

CHARLOTTESVILLE, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Britt Hockenberry is a financial advisor currently registered with LPL Financial LLC. Britt is a Certified Financial Plannerâ„¢ professional with over 10 years of experience in the financial services industry. Britt is a Series 7 and Series 66 licensed advisor. Britt also has an active registration with the state of Virginia. Britt's previous experience includes work with Ameriprise Financial Services, LLC and LPL Financial LLC. Britt serves clients in the Charlottesville, VA area. Britt is active in the community and is a member of several professional organizations.

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

Wells Fargo Clearing Services, LLC

location

FRONT ROYAL, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Nicole Cook is a registered representative of Wells Fargo Clearing Services, LLC and has been in the industry since 2022. Brittany has been registered with the state of Virginia and has passed the Series 7TO, Series 66 and SIE exams. Brittany specializes in providing financial planning, investment consulting, and portfolio management services to individuals, businesses, and institutions. Brittany's clients include individuals, corporations, charitable organizations, insurance companies, high-net-worth individuals, and pension and profit sharing plans. Brittany is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

State Farm Investment Management Corp.

location

South Hill, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Johnson is a registered investment advisor representative with State Farm Investment Management Corp. Brittany has been in the industry since 2021 and has a Series 63, Series 65 and Series 6TO licenses. Brittany specializes in portfolio management for individuals and investment companies. Brittany is also the owner of Brittany Johnson's Insurance Agency, which provides insurance services. Brittany's previous employment includes roles at First Citizens Bank and First Citizens Investor Services.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

MIDLOTHIAN, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Lynn Hale is a financial advisor with Edward Jones. Brittany has been in the financial industry for over 12 years. Brittany is licensed to provide financial advice in the state of Virginia and is registered with the Securities and Exchange Commission (SEC). Brittany specializes in providing financial planning, portfolio management, and pension consulting services to individual and business clients.

SPECIALIZATIONS

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

Cary Street Partners

location

Fredericksburg, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brittany McBride is an investment advisor representative registered with Cary Street Partners LLC in Fredericksburg, Virginia. Brittany is licensed to provide investment advisory services in Virginia. Brittany has been active in the securities industry since August 26, 2018. Brittany holds the Series 66, Series 7, and SIE licenses. Brittany holds a designation as an Adjunct Professor of Personal Finance at the University of Mary Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Financial Security Advisory Inc. | CFP ® (Certifications)

location

VIRGINIA BEACH, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Brittany McCormick is an Investment Advisor Representative with Financial Security Advisory Inc. Brittany holds Series 63 and 65 licenses and has been in the industry since 2019. Brittany is a Certified Financial Planner and holds Series 6TO and SIE licenses. She has experience providing financial planning and advisory services to individuals and businesses. Brittany is also registered to offer investment-related services in several states. Brittany is committed to providing personalized and comprehensive financial advice to her clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Robert W. Baird & Co. Inc. | CFP ® (Certifications)

location

McLean, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Brittney Schlicker is a financial advisor with Robert W. Baird & Co. Inc. Brittney has been in the financial services industry since 2013 and has experience in providing financial advice to individuals, businesses, and institutions. Brittney is registered to provide investment advice in 44 states and the District of Columbia. Brittney is also a Certified Financial Planner.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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