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Portfolio Management for Businesses Advisors in Virginia
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Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

GLEN ALLEN, VA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Rysak is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Christopher has been in the financial services industry since March 16, 2003. Christopher holds Series 6, 7, 63, and 66 licenses, and the SIE exam. Christopher is also a Certified Financial Planner. Previous to Fidelity Personal And Workplace Advisors, Christopher was registered with Charles Schwab & Co., Inc. and T. Rowe Price Investment Services, Inc.. Christopher specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Motley Fool Wealth Management, LLC | CFP ® (Certifications)

location

ALEXANDRIA, VA

0 Disclosures

ADVISOR BIO

Christopher Garrett is an active Investment Advisor Representative with Motley Fool Wealth Management, LLC. Christopher Garrett has been in the industry since 2014 and specializes in providing financial planning, portfolio management for individuals, and educational seminars. Christopher Garrett has worked for both TMF Investments and Vanguard Marketing Corporation in the past. Christopher Garrett is registered as an Investment Advisor Representative in Colorado, North Carolina, and Virginia.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Tiaa-Cref Individual & Institutional Services, LLC

location

CHARLOTTESVILLE, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Paoletti is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC. Christopher has been in the industry since 2001. Christopher is registered with the following states: Alabama, Connecticut, Delaware, District of Columbia, Florida, Georgia, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, and West Virginia.

SPECIALIZATIONS

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

Brockenbrough | CFA ® (Certifications)

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Christopher Bryan Culbertson is a financial advisor with Brockenbrough in Richmond, VA. He is registered with the state of Virginia and has been in the industry since 2005. He holds the Series 7, Series 31 and Series 66 licenses. Christopher has a background in investment management, and he provides financial planning and investment advisory services to individuals, families, businesses, and institutions. Christopher is a Chartered Financial Analyst (CFA).

SPECIALIZATIONS

Financial Planning Services
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

LEESBURG, VA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Fletcher is a financial professional with experience in the financial industry. Christopher has worked at Securities America, Inc., Kestler Financial Group, PNC Bank, and now at Osaic Wealth, Inc. Christopher is registered as an Investment Advisor Representative with Osaic Wealth, Inc. and holds Series 66, Series 24, Series 7TO and SIE licenses. Christopher provides financial planning, 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
Unclaimed
location

Vienna, VA

0 Disclosures

ADVISOR BIO

Christopher Hoang Nguyen is a registered Investment Advisor Representative with McAdam LLC. Christopher is based in Vienna, Virginia and has been with McAdam LLC since June 2018. Previously, Christopher worked at George Mason University and Auxiliary Enterprise at George Mason. Christopher holds a Series 65 license and is registered with the state of Virginia. Christopher is a specialist in the following areas: Portfolio management for businesses, portfolio management for individuals, selection of other advisors, and financial planning. McAdam LLC provides investment advisory services to corporations or other businesses, individuals other than high-net-worth individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

THE London Co. OF Virginia | CFA ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Christopher Creed Harper is a financial advisor with The London Company of Virginia in RICHMOND, VA. Harper has 7 years of experience in the financial services industry. Harper is registered in Virginia and is a Chartered Financial Analyst. Harper has a specialized focus on providing financial services to a variety of clients, including individuals, families, businesses, pension and profit sharing plans, corporations, investment companies, and charitable organizations. The London Company of Virginia manages over $15 billion in assets for clients.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Davenport & Co. LLC | CFA ® (Certifications)

location

RICHMOND, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Glenn Pearson is a financial advisor at Davenport & Co. LLC. Christopher has been in the industry since January 8, 2007. Christopher's primary office location is in Richmond, Virginia. Christopher holds a Series 66 license, a Series 24 license, and a Series 7 license. Christopher is also a Chartered Financial Analyst. In addition to Christopher's role at Davenport & Co. LLC, Christopher is the Director of The Pearson Family Foundation.

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

Montvue Capital Management, Inc.

location

LYNCHBURG, VA

0 Disclosures

ADVISOR BIO

Christopher Blackwell is a registered Investment Advisor Representative (IAR) in Virginia. Christopher works at Montvue Capital Management, Inc. which has a branch office in Lynchburg, Virginia. Christopher Blackwell has 1 state exam, the Uniform Investment Adviser Law Examination (Series 65) which was taken on June 11, 2024. Christopher has been in the industry since 2014 and worked for several companies including Bob Evan's, Chili's, Outback, Crown Laundry, Sear's, Tessy Plastics, Kroger, UPS, Domino's and MontVue Capital Management. Christopher has been with Montvue Capital Management, Inc. since January 2024. Christopher focuses on providing financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

MCLEAN, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Bryan Hardware is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Christopher has been in the industry since February 2018. Christopher is licensed in 29 states and the District of Columbia. Christopher holds the following licenses: Series 6, Series 7TO, Series 63, Series 65, and Series 66. Christopher's specializations include portfolio management for individuals and businesses, pension consulting, and financial planning.

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

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