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

LPL Financial LLC

location

RICHMOND, VA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Hartz is an investment advisor representative with LPL Financial LLC. Douglas has been in the industry since 1993 and is registered in 25 states. Douglas specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Douglas has been with LPL Financial LLC since 2011 and previously worked with UVEST FINANCIAL SERVICES GROUP, INC., BI INVESTMENTS, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., ROBERT THOMAS SECURITIES, INC, FIRST UNION BROKERAGE SERVICES, INC., and SIGNET FINANCIAL SERVICES,INC. Douglas's primary business affiliation is with C&F WEALTH MANAGEMENT CORPORATION.

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

Park Avenue Securities LLC

location

RESTON, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Stockman is a financial advisor with Park Avenue Securities LLC, located in RESTON, VA. Douglas has been in the financial industry since December 27, 2007. Douglas has a Series 6, Series 63 and SIE license and is registered with the following securities authorities: FINRA, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, Washington, and West Virginia. Douglas specializes in providing financial planning, portfolio management for individuals, and educational seminars.

SPECIALIZATIONS

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

Jason Howell Co. | CFP ® (Certifications)

location

FAIRFAX, VA

0 Disclosures

ADVISOR BIO

Douglas William Tees is a financial advisor at Jason Howell Co. located in Fairfax, VA. Douglas has been a financial advisor since June 2017, and holds a Series 65 license. He has passed the Uniform Investment Adviser Law Examination and is registered in Maryland, Texas and Virginia. Douglas is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals and educational seminars. His firm, Jason Howell Co., manages over $31 million in assets.

SPECIALIZATIONS

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

Wood Creek Capital Advisors, LLC

location

LYNCHBURG, VA

disclosure

1 Disclosures

ADVISOR BIO

Douglas Jones is a registered Investment Advisor Representative with Wood Creek Capital Advisors, LLC. Douglas has been in the financial services industry for over 16 years. His primary focus is providing financial planning and portfolio management services to individuals and high-net-worth individuals. Previously, Douglas was employed with LPL Financial LLC, MML Investors Services, LLC, and GWN Securities Inc. Douglas is also an insurance agent and has been selling life insurance since 2017.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
VARIABLE ANNUITY AND LIFE MANAGEMENT
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

Ameriprise Financial Services, LLC

location

GLEN ALLEN, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Scammell is a financial professional with over 20 years of experience in the industry. Douglas has a Series 7, Series 55, and Series 63 license, as well as a Series 65 license. Douglas is currently registered with Ameriprise Financial Services, LLC in Virginia and Texas and holds a Series 65 registration in Texas. Douglas has previously held positions at HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C., SKEFFINGTON SECURITIES, L.L.C., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and THOMAS JAMES ASSOCIATES, INC.

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

Mutual OF Omaha Investor Services, Inc.

location

GLEN ALLEN, VA

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Douglas Edward Watts is an investment advisor representative with over 25 years of experience in the financial services industry. Douglas is currently registered with Mutual Of Omaha Investor Services, Inc. in Maryland and Virginia. Douglas has held previous positions at Morgan Stanley, UBS Financial Services Inc. and Kidder, Peabody & Co. Incorporated. Douglas is a Series 7, Series 63, and Series 65 licensed professional. Douglas provides financial planning, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

GALAX, VA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Morgan is a financial advisor with Ameriprise Financial Services, LLC. Douglas has been in the industry since 2003. Douglas is registered with the state of Virginia, as well as 17 other states. Douglas has a Series 7 and Series 63 license as well as a Series 65 license. Douglas has specialized in providing financial advice for individuals, families, and businesses for over 20 years. In addition to his work with Ameriprise Financial Services, LLC, Douglas is also a Board Member for Morgan and a President for Morgan.

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

Edelman Financial Engines

location

HENRICO, VA

0 Disclosures

ADVISOR BIO

Douglas William Swartz is an Investment Advisor Representative associated with Edelman Financial Engines. Douglas has been in the financial services industry since 1999 and has held various positions at different financial institutions. Douglas holds several licenses and registrations including Series 63, Series 65, Series 7, and Series 24. Douglas specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

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

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

Need help matching

with the right advisor?