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

LPL Financial LLC

location

MCLEAN, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

David Nitta is a financial advisor with LPL Financial LLC in McLean, VA. David has been in the financial services industry since January 2005. David has experience with Northwestern Mutual Investment Services, LLC and MML Investors Services, LLC. David has earned the Series 6, 7, 26, 63, and 65 securities licenses and has a bachelor's degree in business administration and a master's degree in education administration. David is also a licensed insurance agent selling term, whole life, long term care, and disability insurance. David specializes in working with individuals, families, and businesses.

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

Eagle Strategies LLC

location

VIENNA, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

David Avila is a financial advisor at Eagle Strategies LLC. David has been in the financial industry since September 2014 and holds a Series 63, Series 66, and Series 7 licenses. David has worked for a number of firms including Charles Schwab & Co., Inc. and MML Investors Services, LLC. David specializes in providing financial advice to individuals, corporations, and charitable organizations. David is registered to provide advisory services in 43 states.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORFOLK, VA

experience

37 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

David Stevenson Burlin is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the financial industry for over 30 years and is registered in 48 states to provide investment advice and brokerage services. David has passed a wide range of securities exams including Series 7, 63, 65, and the SIE. He is also registered in Texas as a registered investment advisor. David has experience working with a variety of client types including individuals, corporations, and charitable organizations.

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

Omega Wealth Management LLC | CFP ® (Certifications)

location

ARLINGTON, VA

0 Disclosures

ADVISOR BIO

Davis Britt Gardner is a CERTIFIED FINANCIAL PLANNERâ„¢ professional with over 5 years of experience in the financial services industry. Davis is currently registered as an Investment Advisor Representative with Omega Wealth Management LLC in Arlington, VA. Davis's experience includes working with both individuals and high-net-worth clients to develop comprehensive financial plans that address their unique needs. Davis is committed to providing personalized advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

MIDLOTHIAN, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Davis Clifton Boyd is a financial advisor with Ameriprise Financial Services, LLC, located in Midlothian, VA. Davis has been in the industry since 2021 and has a Series 66, Series 7TO and SIE licenses. Davis is registered with FINRA and the states of Arizona, California, Colorado, Florida, Hawaii, Maryland, Massachusetts, New Jersey, North Carolina, South Carolina, Texas, and Virginia. Davis specializes in providing financial planning, asset allocation services, educational seminars, and portfolio management 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

Wells Fargo Clearing Services, LLC

location

KILMARNOCK, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Marie Darrall is a financial advisor associated with Wells Fargo Clearing Services, LLC. Dawn is registered with the state of Virginia and has been in the industry since 2007. Dawn has several licenses and certifications, including the Series 66, SIE, and Series 7. Dawn specializes in offering investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Dawn is also registered with the state of Texas as an investment advisor representative.

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

MML Investors Services, LLC

location

VIRGINIA BEACH, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Wheeler is a registered investment advisor representative with MML Investors Services, LLC. Dawn Wheeler has been in the industry since January 10, 2017. Dawn Wheeler is registered in several states including Virginia, Nevada, Texas, and North Carolina. Dawn Wheeler has passed the Series 6, Series 63, and Series 65 exams. Dawn Wheeler has specializations in several areas including asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Dawn Wheeler also owns rental property in Norfolk, VA.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Norfolk, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Peters is a financial advisor with over 24 years of experience in the industry. Dawn is currently registered with J.p. Morgan Securities LLC and has been with the firm since January 2023. Dawn holds the Series 63, Series 65, Series 7, and SIE licenses. Dawn has been a registered representative for the following firms in the past: Lincoln Financial Advisors Corporation, LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Dawn is registered in 15 states and the District of Columbia. Dawn specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Burke is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Dawn has over 14 years of experience in the financial services industry, with a background in investment advisory. Previously, Dawn held positions with RBC Capital Markets, LLC, Wells Fargo Clearing Services, LLC and Morgan Stanley. Dawn holds multiple licenses including Series 3, 7, 9, 10, 66 and SIE, which allows Dawn to provide a wide range of financial services to clients. Dawn is also a church board member at Westminster Presbyterian Church in Alexandria, Virginia.

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 Financial LLC

location

WINCHESTER, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Dawn Renee Lewis is a financial advisor who is registered with the state of Virginia and West Virginia. Dawn works with LPL Financial LLC in Winchester, Virginia, and has been in the financial services industry since September 1, 2007. Dawn has Series 6 and Series 63 licenses and has worked for LPL Financial LLC, M&T Securities, Inc. in the past.

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

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