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

Davenport & Co. LLC

location

RICHMOND, VA

experience

33 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Douglas William Stopkey is a financial advisor who has been in the industry since 1992. Douglas is currently registered with Davenport & Co. LLC in Virginia and Texas. Previously, Douglas was a financial advisor with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED for 26 years.

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

PFS Investments Inc.

location

VIRGINIA BEACH, VA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Cassell is a financial advisor who has been in the industry since August 27, 2012. Douglas is currently registered with PFS Investments Inc. and holds Series 6, 26, and 63 licenses. Douglas is also a Registered Representative of PFS Investments Inc. and works out of their Virginia Beach branch office.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

Glen Allen, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Brian Pulsifer is a registered investment advisor representative with MML Investors Services, LLC. Douglas has been in the financial services industry since 1985. He has been registered in Virginia since 1985 and in Texas since 2016. Douglas also has a Series 65 license, which allows him to provide investment advice. Douglas also holds a Series 7 license, which allows him to sell securities. He works in the Glen Allen, Virginia office of MML Investors Services, LLC. Douglas is also a registered agent for Financial Group of Virginia.

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

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

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

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

Truist Advisory Services, Inc.

location

MANASSAS, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Douglas French is a financial advisor registered with Truist Advisory Services, Inc. Douglas has over 25 years of experience in the financial services industry. He is licensed to provide securities and investment advisory services in multiple states. Douglas is a Series 6, 7, 24, 63, and 65 licensed professional, and has earned his Series 7 and Series 63 licenses through the FINRA (Financial Industry Regulatory Authority). Douglas French's specialties include Retirement Planning, Mutual Funds, Fixed Annuities, Variable Annuities, and Life Insurance.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Riverfront Investment Group, LLC | CFA ® (Certifications)

location

RICHMOND, VA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Alan Sandler is a financial advisor registered with Riverfront Investment Group, LLC. Douglas has been in the financial services industry since 1993. The advisor holds the Series 7, Series 63, Series 24, and Series 87 licenses. Douglas has been associated with Riverfront Investment Group, LLC since 2008. Prior to that, Douglas Sandler was employed by Wachovia Securities, LLC from 10/1/1999 to 4/10/2008 and First Union Capital Markets Corp. from 5/18/1993 to 10/1/1999.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDE INVESTMENT MODELS TO UMA AND MODEL DELIVERY PLATFORMS

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