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

Mills Value Adviser Inc.

location

BENTONVILLE, VA

0 Disclosures

ADVISOR BIO

Charles Arthur Mills is an investment advisor representative with Mills Value Adviser Inc., based in BENTONVILLE, VA. Charles has been in the industry since February 2004. Charles Arthur Mills is registered with the state of Virginia and is currently pending approval for a registration with the state of Michigan. Charles holds a Series 65 license. The firm provides portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC

location

Charlottesville, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Charles Mas is a financial professional with over 20 years of experience in the industry. Charles is currently registered with Ameriprise Financial Services, LLC in Charlottesville, Virginia and has been with the firm since April 2017. Prior to that, Charles was registered with VALMARK SECURITIES, INC. and FIRST INVESTORS CORPORATION. Charles is a Series 7, Series 63, and Series 65 licensed professional. Charles holds a Series 24 and Series 53 license and has a SIE designation.

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

Wells Fargo Clearing Services, LLC

location

WOODBRIDGE, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Charles Cleveland Sisson is a financial advisor at Wells Fargo Clearing Services, LLC. Charles has been in the financial industry since 1994 and is registered with the state of Virginia as an Investment Advisor Representative. Charles holds a Series 6, Series 7, Series 9, Series 10, Series 63 and Series 65 license. Charles has been with Wells Fargo Clearing Services, LLC since 2016, but worked previously with First Union Brokerage Services, Inc. Charles' current firm is a large firm with approximately $10 billion - $50 billion in assets under management. They provide advisory services to individuals, businesses, corporations, and other investment advisors. Charles specializes in providing investment advice and financial planning services.

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

Truist Advisory Services, Inc. | CFP ® (Certifications)

location

ROCKY MOUNT, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Charles Mitchell is a financial advisor with Truist Advisory Services, Inc. Charles has been in the industry since 2007. Charles holds the Series 7, Series 66, and SIE exams. Charles specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. Charles is registered in 20 states and has also been a financial advisor with BB&T Securities, LLC and BB&T Investment Services, Inc..

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

Davenport & Co. LLC

location

CHARLOTTESVILLE, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Charles Owen Thacker is a registered representative with Davenport & Co. LLC. Charles has been in the industry since May 2022 and holds the Series 66, Series 7TO and SIE exams. Charles is currently registered in Virginia as a Registered Representative and an Investment Advisor Representative. Charles specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Charles is also a registered Investment Advisor Representative and has experience in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.

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

Cambridge Investment Research Advisors, Inc.

location

Clarksville, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Charles H. Russell IV is a financial professional with over 20 years of experience in the financial industry. He is currently registered with Cambridge Investment Research Advisors, Inc., and has previously held positions at Colorado Financial Service Corporation and Triad Advisors, Inc. Charles has a wide range of experience in providing financial advice, including investment management, financial planning, and insurance services. He holds Series 66, Series 7, and SIE licenses, demonstrating his commitment to providing his clients with professional and knowledgeable guidance. Charles has a strong track record of success in helping his clients achieve their financial goals. He is a dedicated professional with a passion for helping his clients achieve their financial aspirations.

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

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

RICHMOND , VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Charles Bradshaw is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Charles has been in the financial services industry since 1998. He has experience in providing investment advisory services to individuals and businesses. Charles is a Certified Financial Planner and holds the Series 7, 63, 31, and SIE licenses. Charles is currently registered with Wells Fargo Advisors Financial Network, LLC, and is also registered in 26 states.

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

Integrity Investing, Inc. | CFC ® (Certifications)

location

Daleville, VA

disclosure

1 Disclosures

ADVISOR BIO

Charles Brinkman is an investment advisor representative with Integrity Investing, Inc. Charles is also a Chartered Financial Consultant. Charles has been a registered investment advisor representative since 1993 and has worked with several other firms including NEXT FINANCIAL GROUP, INC., MULTI-FINANCIAL SECURITIES CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Charles has also been involved with managing several real estate LLCs. Charles is based in Daleville, Virginia.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Smithfield, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Charles Daniel Hughes is a financial advisor who has been in the industry since March 1998. Currently, Charles is registered with Cambridge Investment Research Advisors, Inc. and has offices in Smithfield, Virginia and Barco, North Carolina. Charles also holds licenses to practice in Florida, Maryland, North Carolina, and Virginia. Prior to joining Cambridge Investment Research Advisors, Inc., Charles worked at LINCOLN FINANCIAL SECURITIES CORPORATION in Smithfield, Virginia. Charles specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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

Truist Advisory Services, Inc.

location

RICHMOND, VA

experience

56 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Charles Lee Gold is an investment advisor representative registered with Truist Advisory Services, Inc. Charles has been in the industry since September 24, 1968. Charles has a wealth of experience in the financial services industry, having previously worked with Scott & Stringfellow, LLC, BB&T Securities, LLC, and Anderson & Strudwick, Incorporated. Charles is registered with the states of Alaska, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia and West Virginia. In addition to being a registered investment advisor representative, Charles also holds the Series 7TO, Series 41, and Series 1 securities licenses.

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

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