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

WILLIAMSBURG, VA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Enroughty is an investment advisor representative at PFS Investments Inc. in Williamsburg, Virginia. Christopher has been in the securities industry since June 2013 and has been registered with PFS Investments Inc. since February 2023. Christopher is also registered as an investment advisor representative in Maryland and Virginia. Christopher has passed the Series 6, Series 63, Series 65, and SIE exams.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Selective Wealth Management, Inc. | CFA ® (Certifications)

location

FOREST, VA

0 Disclosures

ADVISOR BIO

Christopher Devlin is an Investment Advisor Representative registered with Selective Wealth Management, Inc. Christopher has a Series 65 license and is a Chartered Financial Analyst. Christopher has been with Selective Wealth Management, Inc. since July 2012 and has experience in financial planning and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

FAIRFAX, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Ian Berry is an investment advisor representative at Ameriprise Financial Services, LLC, with a branch office in Fairfax, VA. Christopher has been in the industry since 2023. Christopher is registered with the state of Virginia, holds a Series 66, Series 7TO and SIE license, and is affiliated with Ameriprise Financial Services, LLC. Christopher offers financial planning, educational seminars, and asset allocation services.

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

Osaic Institutions, Inc.

location

Virginia Beach, VA

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Jennings is a registered investment advisor representative with Osaic Institutions, Inc. Christopher has been in the financial services industry for over 20 years. Christopher has a wide range of experience in the financial services industry, including investment advisory and insurance. Christopher is registered with the state of Virginia and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

Brown Advisory | CFA ® (Certifications)

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Christopher Rusbuldt is a financial advisor with Brown Advisory in Richmond, Virginia. Christopher has been in the financial services industry since 1993 and has a diverse background. He has worked at Davenport & Company LLC, Scott & Stringfellow, Inc., and First Union Capital Markets Corp. Christopher has also worked at Signature Financial Management, Inc. in Norfolk, Virginia, and Brown Advisory in Baltimore, Maryland. Christopher Rusbuldt is a Chartered Financial Analyst. Christopher Rusbuldt also co-founded Amped Lax, LLC, a youth lacrosse organization.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Capital Fiduciary Advisors

location

ASHBURN, VA

0 Disclosures

ADVISOR BIO

Christopher Williams is a registered investment advisor representative with Capital Fiduciary Advisors. Christopher has been in the financial services industry since 2007. Christopher has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Andersen. Christopher is currently registered with the state of Virginia.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORFOLK, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Wilkinson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He is active in both broker-dealer and investment advisor capacities. Christopher has been in the financial industry since 2001. Christopher has experience at several firms including SunTrust Investment Services, Inc., BB&T Investment Services, Inc., and Banc of America Investment Services, Inc. Christopher has held several licenses and passed the Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination, General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination, and General Securities Sales Supervisor - General Module Examination. Christopher is registered with the state of Virginia and the District of Columbia.

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
Unclaimed

Principal Securities, Inc.

location

MIDLOTHIAN, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Tripp is a financial professional with over 15 years of experience in the industry. Christopher Tripp is registered with Principal Securities, Inc. and holds Series 63, Series 65, Series 6TO, and SIE licenses. Christopher Tripp's specialties include providing financial planning, portfolio management, and educational seminars. Christopher Tripp works with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Christopher Tripp is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

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