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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
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
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

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

VIRGINIA BEACH, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Holladay is a financial advisor with over 20 years of experience in the industry. Christopher is registered with Raymond James & Associates, Inc. and has been with the firm since August 2015. Prior to that, Christopher worked at Wells Fargo Advisors, LLC from January 2008 to September 2015 and A. G. Edwards & Sons, Inc. from August 2002 to January 2008. Christopher holds Series 66, Series 7 and SIE licenses. Christopher is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
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

Equitable Advisors, LLC

location

FALLS CHURCH, VA

experience

12 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher Weins is a financial advisor at Equitable Advisors, LLC. Christopher has been in the industry for 10 years and is registered to offer securities and investment advisory services in California, District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and Virginia. Christopher provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisers.

SPECIALIZATIONS

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

LPL Enterprise, LLC | CFP ® (Certifications)

location

VIENNA, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christopher McAllister is a financial professional with over six years of experience in the financial services industry. Christopher is a Certified Financial Planner™ professional and is registered to provide securities and investment advisory services in multiple states. Christopher is affiliated with LPL Enterprise, LLC, a leading independent broker-dealer and investment advisor. Christopher's focus is on providing personalized financial advice to individuals, families and businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
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

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

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