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Portfolio Management for Businesses Advisors in Virginia
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Unclaimed

Forefront | CFC ® (Certifications)

location

Forest, VA

disclosure

1 Disclosures

ADVISOR BIO

David Allen Carter is a financial advisor with over 40 years of experience in the financial services industry. David is a Registered Representative of Forefront and an Investment Advisor Representative of Forefront Wealth Partners, LLC. David is also a Chartered Financial Consultant. David has been registered with the Securities and Exchange Commission (SEC) since 1983. Forefront, based in Austin, Texas, is a Registered Investment Advisor with assets under management of over $118 million. The firm specializes in providing financial advice to high-net-worth individuals and families.

SPECIALIZATIONS

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

NOKESVILLE, VA

0 Disclosures

ADVISOR BIO

David Wesley Martin is an investment advisor representative for Splizer Invest. David has been in the industry for at least 10 years and is currently registered with DC, MD, VA and WV. David is a Series 65 and SIE licensed professional. Splizer Invest offers a range of services including financial planning, pension consulting and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed
location

FLOYD, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

David Leigh Cross is a financial advisor who has been in the industry since December 14, 2015. David is currently registered with Edward Jones and has been with the firm since July 2016. Prior to joining Edward Jones, David worked for Sweet Frog in Gastonia, NC. David is registered with the state of Virginia as well as the state of Texas. David is also a registered representative with FINRA. David holds the Series 66, Series 7 and SIE licenses. David specializes in working with individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

Davenport & Co. LLC

location

Richmond, VA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Rose is a financial professional with over 35 years of experience in the industry. David is currently registered as a representative of Davenport & Co. LLC in Richmond, VA. David has a wide range of experience in the financial services industry, including experience with WHEAT, FIRST SECURITIES, INC. and DILLON, READ & CO. INC.. David has passed the Series 63, 54, 53, 24, SIE, 50, and 7 exams. David has a broad range of experience with individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

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

Capitol Securities Management, Inc. | CFC ® (Certifications)

location

RESTON, VA

experience

51 Years Experience

0 Disclosures

ADVISOR BIO

David Spiker is a financial advisor with over 40 years of experience in the financial services industry. David is a registered representative of Capitol Securities Management, Inc. and is also a registered investment advisor in Virginia. David has earned numerous designations including the Chartered Financial Consultant designation and is a member of the Financial Planning Association. David works with individuals, families, and businesses to develop and implement financial plans. He specializes in retirement planning, investment management, and insurance planning. David is committed to providing his clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

MCLEAN, VA

experience

23 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

David B Lando is a financial advisor with over 20 years of experience in the industry. David B Lando is registered with Wells Fargo Clearing Services, LLC and is currently based in McLean, Virginia. David B Lando is a Registered Representative in New York, Texas, and Virginia. Previous roles include SunTrust Investment Services, INC. in Alexandria and Atlanta, GA. David B Lando is a Series 7, Series 26, and Series 66 licensed professional. David B Lando is also licensed in 32 states to provide investment advice. David B Lando works with a diverse set of clients including high net worth individuals, corporations, and charitable organizations. Clients of David B Lando have access to services such as financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.

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

RICHMOND, VA

experience

29 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

David Buchanan Bruce is a financial professional with over 25 years of experience in the securities industry. David currently holds a registration with Wells Fargo Clearing Services, LLC. Previously, David held registrations with First Union Brokerage Services, Inc. and Crestar Securities Corporation. David is registered in several states across the United States and is qualified to provide investment advisory services to clients. David is committed to providing high-quality financial advice and services to individuals and businesses.

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

Commonwealth Financial Network

location

RICHMOND, VA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

David Leuschen is a financial advisor with Commonwealth Financial Network. David is a registered representative and investment advisor representative. David has been in the financial industry since 1984, holding registrations with several firms including Anderson & Strudwick, Incorporated, RBC Dain Rauscher Inc., Tucker Anthony Incorporated, Scott & Stringfellow, Inc., and Dean Witter Reynolds Inc. David is also a member and owner of Retirement & Estate Investment Services, LLC, a private entity established to facilitate securities, advisory, and insurance business.

SPECIALIZATIONS

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

FREDERICKSBURG, VA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Leland Ross is a registered investment advisor representative with Edward Jones. David Ross has been in the industry since July 6, 1999. David Ross is registered in 30 states and the District of Columbia. David Ross also has a Series 7 and Series 66. David Ross is licensed to provide financial planning and investment advice to individuals and businesses.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Michael Simpson is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. David has been in the industry since 2004. David has a Series 7, Series 66, and SIE license and specializes in portfolio management for individuals and businesses. David has been registered with the state of Virginia since 2018, and also holds licenses in Texas and 26 other states. David's previous experience includes roles at Morgan Stanley and Merrill Lynch. David also serves as a soccer coach for Short Pump Middle School.

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

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