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

Edward Jones | CFP ® (Certifications)

location

RICHMOND, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Campbell is a financial advisor with Edward Jones. Christopher has been in the financial industry since February 21, 2017. Christopher has a Series 7, Series 66, and SIE license. Christopher is registered in 19 states. Christopher is a Certified Financial Planner. Christopher is associated with Edward Jones, which is a large firm that offers a wide range of services, including financial planning, portfolio management, and investment advice.

SPECIALIZATIONS

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

Geneos Wealth Management, Inc.

location

Blacksburg, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Christopher J. French is a financial advisor registered with Geneos Wealth Management, Inc. He is a registered investment advisor with a combined 7 years of experience in the financial services industry. Christopher has been licensed to provide financial advice in over 20 states, including Virginia and Texas. He offers financial planning, portfolio management, and educational seminars. Christopher also works with other financial advisors at Geneos Wealth Management, Inc.

SPECIALIZATIONS

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

OFS | CFP ® (Certifications)

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Christopher Legg is a financial advisor with OfS. Christopher has been in the financial services industry since January 2005. Christopher has a Series 7, Series 63 and Series 65 license. Christopher specializes in Retirement planning, Financial planning and Portfolio management. Christopher Legg is a Certified Financial Planner. Christopher is affiliated with OfS in McLean, Virginia.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Mechanicsville, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Williamson is a registered representative with J.p. Morgan Securities LLC. Christopher Williamson is a licensed securities professional with experience in the financial services industry. Christopher Williamson holds Series 63, Series 6TO and SIE licenses. Christopher Williamson has been working as a registered representative since 2023.

SPECIALIZATIONS

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

Richmond, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher D. Alfano is a financial advisor affiliated with Morgan Stanley. Christopher has been active in the financial services industry since August 11, 2023. Christopher has Series 7TO and SIE exams passed, and the Uniform Combined State Law Examination for Series 66. Christopher is currently registered in Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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

Spire Wealth Management, LLC | PFS ® (Certifications)

location

MCLEAN, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Patterson is an active investment advisor registered with the state of Maryland. Christopher is a registered representative and investment advisor representative of Spire Wealth Management, LLC, with offices in McLean, Virginia, and Potomac, Maryland. Christopher has been in the financial services industry since 2008 and has extensive experience in financial planning, retirement and estate planning, divorce planning, and insurance. Christopher has a strong record of providing personalized financial advice to individuals and families. Christopher is also a Personal Financial Specialist.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING
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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

32 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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

Vienna, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Rockey is a financial advisor who is registered with Osaic Wealth, Inc. Christopher has been working in the financial industry since 2004. Christopher has a Series 7, Series 24, and Series 66. Christopher holds a Certified Financial Planner designation. Christopher is registered in 23 states, including California, Colorado, Delaware, District of Columbia, Florida, Georgia, Kansas, Maryland, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia.

SPECIALIZATIONS

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

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