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

Fidelity Personal AND Workplace Advisors

location

TYSONS CORNER, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Kundis is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Cameron is licensed in 27 states, including Virginia, Texas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Washington, West Virginia, and Wisconsin. Cameron has 1 year of experience in the financial services industry. Cameron is a Series 7, Series 63, and Series 66 licensed holder.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Virginia Beach, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Miller is a Registered Representative with MML Investors Services, LLC, and has been in the financial services industry for over 11 years. Cameron is licensed in 23 states and is a Registered Investment Advisor in Texas and Virginia. Cameron's expertise lies in providing asset allocation programs, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

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

Davenport & Co. LLC

location

Harrisonburg, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Shah is a financial advisor associated with Davenport & Co. LLC in Harrisonburg, VA. Cameron has been in the financial services industry since June 2019 and is registered with the Securities and Exchange Commission (SEC) and FINRA. Cameron specializes in providing financial advice to individuals and families, and has experience with a range of financial products and services, including investments, insurance, and retirement planning. Cameron is committed to providing clients with personalized financial advice and helping them reach their financial goals. In addition to the firm's location in Harrisonburg, VA, Cameron Shah also works out of Davenport & Co.'s Richmond office.

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
location

MIDLOTHIAN, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Mitchell is a financial advisor at Edward Jones. Cameron has been in the financial industry since 2019. Cameron is a Registered Representative and Investment Advisor Representative. Cameron holds the Series 7, Series 66, and SIE licenses. Cameron is registered in 20 states including California, Colorado, Virginia, and Texas.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHARLOTTESVILLE, VA

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cameron Forrey is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Cameron has been in the securities industry since October 2013. Cameron is registered with the state of Pennsylvania and holds the Series 7, Series 66, and SIE licenses. Cameron has experience with a range of financial products and services, including investments, insurance, and financial planning. Cameron's office is located in Charlottesville, Virginia.

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

LPL Financial LLC

location

HARRISONBURG, VA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cameron Bret Kerns is a registered representative with LPL Financial LLC in Harrisonburg, VA. Cameron has been working in the financial industry since December 1, 2012. Cameron is also registered with the state of Virginia as an Investment Advisor Representative.

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
location

ASHLAND, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Murray is a registered representative and investment advisor representative with Edward Jones. Cameron has been in the securities industry for 4 years and has a total of 4 approved registrations with FINRA and states. Cameron is currently licensed with the state of Virginia. Cameron holds a Series 66 license from the state of Virginia, and also holds Series 7, Series 7TO and SIE licenses. Cameron has previously been registered with MORGAN STANLEY. Cameron provides financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

SOUTH BOSTON, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Thomas Starke is a financial advisor with Edward Jones. Cameron has been in the financial services industry since November 2017. Cameron is licensed to provide financial advice in Virginia, North Carolina, Colorado, District of Columbia, Florida, Idaho, Pennsylvania, and Tennessee. Cameron has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Cameron is a registered representative with FINRA and a registered investment advisor in Virginia and North Carolina. Cameron specializes in financial planning, pension consulting, and providing portfolio management services for individuals and businesses.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

RICHMOND, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Bowie Parker is a financial advisor with Ameriprise Financial Services, LLC. Cameron has been in the industry since February 7, 2017. Cameron is licensed in Virginia and offers financial planning services. Cameron specializes in portfolio management for individuals and businesses, as well as pension consulting. Cameron has been with Ameriprise Financial Services, LLC since March 4, 2020. Prior to joining Ameriprise Financial Services, LLC, Cameron worked for Ameriprise Financial Services, Inc. and Christopher Newport University.

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

LEESBURG, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Cameron Miller is a financial advisor at Edward Jones, a firm with a long history of providing financial advice to individuals and families. Cameron has been in the financial services industry since December 2015, and has a strong background in helping clients achieve their financial goals. Cameron is registered to provide investment advice in numerous states, and is also a licensed insurance agent.

SPECIALIZATIONS

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

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