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

McGinn Penninger Investment Managment

location

ALEXANDRIA, VA

0 Disclosures

ADVISOR BIO

Christopher Lane is a registered investment advisor representative with McGinn Penninger Investment Management. Christopher Lane has a Series 65 license and holds active investment advisor registrations in California, District of Columbia, Florida, Maryland, South Carolina, and Virginia. Prior to joining McGinn Penninger Investment Management, Christopher Lane was employed at McGinn Investment Management, Inc.

SPECIALIZATIONS

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

Brown | Miller Wealth Management, LLC | CFP ® (Certifications)

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Christopher William Brown is a financial advisor with over 25 years of experience in the financial industry. Christopher has a strong background in providing financial advice to individuals, families, and institutions. Christopher is a Certified Financial Planner® and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Christopher is currently affiliated with Brown | Miller Wealth Management, LLC and previously worked with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC.

SPECIALIZATIONS

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

Hornor, Townsend & Kent, LLC

location

POQUOSON, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Ignacio Cruz is a financial advisor with over 26 years of experience in the financial services industry. Christopher is currently registered with Hornor, Townsend & Kent, LLC, and has been with the firm since November 2009. Christopher is also registered as an Investment Advisor Representative (IAR) with the state of Virginia. Before joining Hornor, Townsend & Kent, LLC, Christopher worked as a Financial Advisor for MetLife Securities Inc. and Metropolitan Life Insurance Company. Christopher holds FINRA Series 6, 7, 63, and 65 licenses. Christopher's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

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

VIENNA, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Andrew Dettra is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Vienna, Virginia. Christopher has been in the financial services industry since December 1993. Christopher holds Series 7, 63, and 65 licenses. In addition to providing financial advice, Christopher also specializes in portfolio management, retirement planning, and investment management. Christopher has experience working with a variety of clients, including individuals, families, and businesses.

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

Partners IN Financial Planning, LLC | CFP ® (Certifications)

location

SALEM, VA

0 Disclosures

ADVISOR BIO

Christopher William Bishop is a financial advisor who provides financial planning and portfolio management services. Christopher has been with Partners in Financial Planning, LLC since July 2014. Christopher holds a Series 65 license and is a Certified Financial Planner. The advisor works out of the Salem, VA office of the firm.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Leesburg, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Richardson is a financial advisor based in Leesburg, Virginia. Christopher has been working in the financial services industry since August 1995. Christopher is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since July 2012. Prior to joining Cambridge Investment Research Advisors, Inc., Christopher was employed by SIGMA FINANCIAL CORPORATION, PRINCOR FINANCIAL SERVICES CORPORATION, OGILVIE SECURITY ADVISORS CORPORATION, and MML INVESTORS SERVICES, INC. Christopher has a wide range of experience in the financial services industry and offers financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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 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
Unclaimed

Wells Fargo Clearing Services, LLC

location

MCLEAN, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Thanh Vi is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since November 2011. Christopher is registered with the state of Virginia as a registered representative and an investment advisor representative. Christopher Thanh Vi has Series 6, 7, 63, 65 and SIE licenses.

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
location

VIRGINIA BEACH, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Lawrence Dotolo is a registered representative with Morgan Stanley and has been in the industry since March 30, 2015. Christopher is licensed in 21 states including Virginia, Texas, California, and Illinois. Christopher has a Series 7, Series 66, and SIE licenses and is currently employed by Morgan Stanley.

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

Wealthcare Capital Management LLC

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Christopher Hessenflow is an investment advisor representative with Wealthcare Capital Management LLC, with offices in Richmond, VA and Hampshire, IL. Christopher has over 20 years of experience in the financial services industry. Christopher has previously been registered with Ausdal Financial Partners, Inc., Waterstone Financial Group, Inc., ABN AMRO Financial Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Christopher is a Series 7 and Series 66 licensed. Christopher holds an advisory board member position with Financeware, Inc. dba Wealthcare Capital Management.

SPECIALIZATIONS

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

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