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

MCLEAN, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christopher James Forney is an active advisor registered with the state of Virginia, holding Series 63, SIE, and Series 7 licenses. Christopher has been in the industry since July 12, 2018, and is currently registered with Osaic Wealth, Inc. Christopher offers a range of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. Christopher's current office is located at 8180 GREENSBORO DR., SUITE 1180 in MCLEAN, VA.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

MIDLOTHIAN, VA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Brennan is a financial advisor who has been in the industry since March 4, 1992. Christopher is currently registered with Ameriprise Financial Services, LLC, and has a branch office in Midlothian, VA. Christopher is a licensed investment advisor representative (IAR) in Texas and Virginia. Christopher specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and trusts/estates. Christopher's previous employer was IDS Life Insurance Company.

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

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

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

location

ROANOKE, VA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Edward Thomas is a financial advisor in Roanoke, Virginia. Christopher has been in the industry since June 6, 1992, and is currently registered with Truist Advisory Services, Inc. Christopher also holds registrations with the states of Texas and Virginia, Previously, Christopher was registered with Wells Fargo Clearing Services, LLC, SunTrust Investment Services, Inc., Crestar Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Christopher has a CFP® designation.

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

Clearview Financial

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Christopher Harris is a financial advisor with Clearview Financial, located in Richmond, VA. Christopher has been in the financial industry since 2011. Christopher is registered to provide investment advisory services in Virginia, Texas, and North Carolina. Christopher offers a range of financial services, including financial planning and portfolio management for individuals. Christopher is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING
Unclaimed

Equitable Advisors, LLC

location

FREDERICKSBURG, VA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Fines is a financial advisor with Equitable Advisors, LLC. Christopher has been a registered representative in the securities industry for over 20 years. Christopher has Series 7, 24, and 66 licenses. Christopher has expertise in providing financial planning services and portfolio management for businesses and individuals. Christopher holds licenses in 31 states. Christopher is a member of a Limited Liability Company called Community Property Group, LLC.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

LAKE RIDGE, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Peden is a financial advisor with Ameriprise Financial Services, LLC, in LAKE RIDGE, VA. Christopher has been in the industry since 2018. He is registered with the state of Virginia as both a Registered Representative and an Investment Advisor Representative. Christopher previously worked at PFS INVESTMENTS INC. in MANASSAS, VA. He is also a Series 6, 7, 63, and 65 licensed advisor. Christopher offers portfolio management for both individuals and businesses, as well as financial planning, pension consulting, 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

Grey OWL Capital Management, LLC | CFA ® (Certifications)

location

ARLINGTON, VA

0 Disclosures

ADVISOR BIO

Christopher Brugel is an investment advisor representative who has been in the industry for over 30 years. Christopher is currently registered with Grey Owl Capital Management, LLC. Christopher's previous experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, FBR Investment Services, Inc. and Friedman, Billings, Ramsey & Co., Inc. Christopher has a strong background in portfolio management for individuals and businesses. Christopher holds the Series 7, 24, 63 and 65 licenses.

SPECIALIZATIONS

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

Mason Investment Advisory Services Inc. | CFP ® (Certifications)

location

RESTON, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Schreiner is an investment advisor representative associated with Mason Investment Advisory Services Inc.. Christopher has been in the financial industry since 1999. Christopher Schreiner is registered to provide investment advisory services in Texas, Virginia, and California. Christopher has passed the Series 63, Series 65, Series 7, and Series 24 exams. Christopher is also a Certified Financial Planner. Christopher Schreiner has experience providing financial planning services to high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

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