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

Williamsburg, VA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Myers is a financial advisor at Morgan Stanley. Douglas has been in the securities industry since 1981. Douglas is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Douglas is a licensed securities representative and an investment advisor representative in the state of Virginia. Douglas has also been registered as an investment advisor representative in Texas since 2020.

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

Robert W. Baird & Co. Inc.

location

Tysons, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Blakely Lachenauer is a financial advisor with Robert W. Baird & Co. Inc., with over 2 years of experience in the industry. Douglas has a Series 63, Series 79TO, and SIE licenses. Douglas has a proven track record of helping clients achieve their financial goals. Douglas is committed to providing personalized advice and guidance to help clients make informed decisions about their investments. Douglas is registered in Virginia, New York and District of Columbia.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Voya Financial Advisors, Inc.

location

FAIRFAX, VA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Wayne Bryant is a financial advisor based in Fairfax, VA, and has been active in the financial services industry since 1985. Douglas is currently registered with Voya Financial Advisors, Inc. where he provides financial advice to individuals, businesses and charitable organizations. Douglas is also a licensed insurance agent and holds both series 6 and series 63 licenses.

SPECIALIZATIONS

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

Independent Financial Group, LLC

location

FAIRFAX, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Corey is a financial advisor with Independent Financial Group, LLC, based in Fairfax, Virginia. Douglas Corey has been in the industry since 2007 and holds both a Series 7 and Series 66 license. Douglas Corey has prior experience at Grove Point Investments, LLC and Grove Point Advisors, LLC. The advisor's areas of expertise include financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Woodstock, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Veach is a financial professional with over 20 years of experience in the industry. Douglas is a registered representative and investment advisor representative with State Farm Investment Management Corp. and is licensed in Virginia. Douglas has a Series 6 and Series 63 license. Douglas has experience in investment company products, variable contracts, and portfolio management for individuals and investment companies. Douglas is also a Chartered Financial Consultant.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Raymond James & Associates, Inc.

location

FREDERICKSBURG, VA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Cooper is a financial advisor with Raymond James & Associates, Inc. in Fredericksburg, Virginia. Douglas has been in the financial services industry since 1990 and has a broad range of experience and expertise. Douglas is registered with the state of Virginia as both a broker-dealer and an investment advisor. Douglas is a dedicated professional who provides financial advice and investment management services to a variety of clients, including individuals, families, businesses and institutions.

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

RBC Capital Markets, LLC

location

RICHMOND, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Holladay is a financial advisor with RBC Capital Markets, LLC based in Richmond, Virginia. Douglas has been in the financial services industry since 2005 and has a strong track record of success. Douglas specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. He is dedicated to helping clients achieve their financial goals and build a secure future. Douglas has a deep understanding of the financial markets and a commitment to providing personalized service to his clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cetera Investment Advisers LLC

location

Richmond, VA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Douglas Haig Alexander is a financial advisor with Cetera Investment Advisers LLC. Douglas has been in the financial industry since 1993. He currently holds licenses in Virginia and is registered as a Registered Investment Advisor. Douglas has a strong background in financial planning and portfolio management.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RESTON, VA

experience

37 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Douglas Stuart Walker is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Douglas has been in the industry since 1987. Douglas is registered in 28 states and the District of Columbia, and holds Series 7, 9, 63, and 65 licenses. Douglas has experience providing a variety of financial services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Douglas is a registered representative with Merrill Lynch and an investment adviser representative.

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

RBC Capital Markets, LLC

location

Vienna, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Rene Labossiere is a financial advisor with over 37 years of experience in the industry. Douglas has been active in the financial services industry since 1985. Currently, Douglas is registered with RBC Capital Markets, LLC. He is also registered in Virginia and Texas. Prior to working with RBC Capital Markets, LLC, Douglas was registered with UBS Financial Services Inc. and Morgan Stanley. Douglas is a seasoned financial advisor with experience in portfolio management for individuals and businesses, pension consulting, financial planning, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?