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

Reye Partners Asset Management LLC

location

Leesburg, VA

0 Disclosures

ADVISOR BIO

David Pickei is an investment advisor representative with Reye Partners Asset Management LLC. David has been in the industry since 1984. David is currently registered with the state of Virginia. Previously, David worked at Washington Securities Corporation, Wachovia Securities, LLC, ING Barings LLC, Legg Mason Wood Walker, Incorporated, Lehman Brothers Inc., and Smith Barney, Harris Upham & Co., Incorporated. David has Series 7, 8, 63 and 65 licenses. Reye Partners Asset Management LLC is a registered investment advisor. The firm provides portfolio management for individuals and businesses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO CONSULTING
Unclaimed

Commonwealth Retirement Investments LLC

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

David Monday is a financial advisor with Commonwealth Retirement Investments LLC, located in Richmond, Virginia. David has been in the financial industry for over 30 years. David has experience working with a wide range of clients, including individuals, families, and charitable organizations. David is committed to providing personalized financial advice to help clients achieve their financial goals. David holds the Series 63, Series 66, and Series 7 licenses. David is also a Registered Representative of Commonwealth Retirement Investments LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

MIDLOTHIAN, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

David McInnis is an investment advisor representative with LPL Financial LLC and has been in the financial services industry for over 20 years. David has held several positions at various firms, including ARKADIOS CAPITAL, TRIAD ADVISORS, INC., MORGAN STANLEY SMITH BARNEY, and MORGAN STANLEY & CO. INCORPORATED. David is a Certified Financial Planner and holds the Series 6, 7, 31, and 63 licenses. David's current practice focuses on providing investment advisory services to individuals, businesses, and corporations. David's prior employment experience includes roles at Nationwide Securities, Inc., NYLIFE Securities Inc. and A. G. Edwards & Sons, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Navy Federal Investment Services, LLC

location

Vienna, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

David E Hammond is a financial advisor with over 10 years of experience in the financial services industry. David is currently registered with Navy Federal Investment Services, LLC and holds both a Series 7 and Series 66 license. David's previous experience includes positions at CUSO Financial Services, L.P. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David is a highly experienced advisor with a strong track record of success in providing financial planning and investment advice to individuals and businesses.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

RICHMOND, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

David Arthur Wofford is a financial advisor who has been in the industry since August 11, 1986. David currently works at Raymond James & Associates, Inc., where he has been registered since October 4, 2012. Prior to that, David worked at MORGAN KEEGAN & COMPANY, INC., McDonald Investments Inc., Key Capital Markets, Inc., NationsBanc Capital Markets, Inc., and Sovran Investment Corporation.

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

Broad RUN Investment Management, LLC | CFA ® (Certifications)

location

ARLINGTON, VA

0 Disclosures

ADVISOR BIO

David Rainey is an investment advisor representative at Broad Run Investment Management, LLC. David is also registered as an investment advisor representative in Texas. David has been in the industry for over 20 years, having previously worked at FBR Investment Services, Inc. and Friedman, Billings, Ramsey & Co., Inc.. David Rainey holds a Series 7 and a Series 63 license. David Rainey is also a Chartered Financial Analyst.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fidelity Personal AND Workplace Advisors

location

MIDLOTHIAN, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

David Perry is a financial advisor with Fidelity Personal And Workplace Advisors. David has been working in the financial services industry since 2015. David holds Series 66, Series 7, Series 9, Series 10, and SIE licenses. David is registered to offer investment advisory services in North Carolina, Texas and Virginia. David has previously worked with Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Fidelity Investments, and News and Observer.

SPECIALIZATIONS

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

David B. Brandolph, J.d., CFP | CFP ® (Certifications)

location

FAIRFAX, VA

0 Disclosures

ADVISOR BIO

David Barry Brandolph, J.D., CFP, is a registered investment advisor representative with over 30 years of experience. David has been with David B. Brandolph, J.D., CFP since 1993. David is a communications consultant who also provides financial planning and portfolio management services for individuals. David's firm manages approximately $2,398,709 in assets. David's firm has a total of 17 accounts, including 9 discretionary accounts.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

WAYNESBORO, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

David Elmore is a financial advisor with LPL Financial LLC. David has been in the financial industry since December 1996 and has a broad range of experience. David holds multiple industry licenses including Series 6, 7, 24, 51, 63 and 65. David has held registrations in 39 states and 2 U.S. territories. David also has experience with various types of clients, including corporations, individuals, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

ABINGDON, VA

experience

14 Years Experience

disclosure

8 Disclosures

ADVISOR BIO

David Allen Saddler is a registered representative with Cambridge Investment Research Advisors, Inc. David has been in the financial services industry since 1994. David is licensed in Tennessee and Virginia. David is also registered with the Financial Industry Regulatory Authority (FINRA). David has a Series 7, Series 63 and Series 66. In addition to working with Cambridge Investment Research Advisors, Inc., David also works as an independent insurance agent for various independent insurance companies. David is a CPA and provides tax and accounting services to a small number of clients. David also provides management of rental real estate and real estate ownership and rental services.

SPECIALIZATIONS

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

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