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

Thompson Davis & CO., Inc.

location

RICHMOND, VA

experience

52 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Edward Hunter Thompson is a registered investment advisor with Thompson Davis & CO., Inc. in RICHMOND, VA. Edward Thompson has been in the industry since 1973. Edward Hunter Thompson has been registered with Thompson Davis & CO., Inc. since July 2002. He is also a limited partner in Seven Hills Capital Partners LP. Edward Hunter Thompson has a broad range of experience and provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

Richmond, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Edward Timothy Mullin is a registered representative with J.P. Morgan Securities LLC. Edward has been in the industry since June 10, 2020 and is currently registered with the following states: District of Columbia, Florida, Maryland, North Carolina, and Virginia. Edward holds the Series 63, Series 6TO, and SIE licenses and specializes in providing financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

PFS Investments Inc.

location

MECHANICSVILLE, VA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edward Eugene Colley is a financial professional registered with PFS Investments Inc. located in Mechanicsville, VA. Edward has been in the industry since September 3, 1987 and has a wide range of experience in the investment field. Edward is currently registered with PFS Investments Inc., and has been with the firm since September 4, 1987. Edward has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Valmark Advisers, Inc. | CFC ® (Certifications)

location

ASHBURN, VA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Edward Charles Skelly is a financial professional with over 30 years of experience in the industry. Edward is registered with Valmark Advisers, Inc. in several states. Edward has previously worked with INVEST FINANCIAL CORPORATION and MUTUAL SERVICE CORPORATION. Edward holds the Series 6, 7, 24, 63 and 65 licenses as well as the SIE exam certification. Edward is also a Chartered Financial Consultant. Edward has a strong background in providing financial planning, portfolio management, and consulting services for individuals, businesses, and investment companies.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

MIDLOTHIAN, VA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Edward Yesbeck has been in the financial services industry since 1987. He is currently registered with Cetera Investment Advisers LLC in Virginia and Florida. Edward has worked for a number of firms, including Securian Financial Services, Inc., Park Avenue Securities LLC, and 1717 Capital Management Company. Edward holds several licenses, including the Series 6, 7, 24, 63, and 65 licenses. Edward provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Edward specializes in helping clients with their retirement planning, college savings, and estate planning needs. Edward also has a background in fixed insurance and owns rental properties.

SPECIALIZATIONS

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

Concord Wealth Partners

location

ABINGDON, VA

disclosure

1 Disclosures

ADVISOR BIO

Edward Joseph Zywien is a financial advisor with over 30 years of experience in the financial services industry. Edward has worked with Concord Wealth Partners since 2021. Prior to that, Edward worked with TRIAD ADVISORS, INC., Raymond James Financial Services, Inc., MML Investors Services, Inc., and New England Securities. Edward is a registered investment advisor in Massachusetts and Texas. Edward holds the Series 6, 7, 22, 63 and 65 licenses. Edward specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.

SPECIALIZATIONS

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

PFS Investments Inc.

location

CHANTILLY, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Edward Garcia is a financial advisor with PFS Investments Inc., a firm that manages over $8.46 billion in assets. Edward has been in the industry since 2021 and is registered in six states. Edward is also licensed to sell investment company products and variable contracts. Edward is committed to helping his clients reach their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Thrivent Investment Management Inc.

location

Midlothian, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Edward Jamil waheed Robinson is a financial advisor registered with Thrivent Investment Management Inc. Edward is a financial advisor with experience in the industry. Edward has been active in the financial industry since March 2024 and holds Series 7, Series 66 and SIE licenses. Edward works with individuals and families.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

Reston, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Edward Paul Holton is a financial advisor who has been in the industry since 2009. He is currently registered with Raymond James & Associates, Inc. and is based in Reston, Virginia. Edward previously worked with Robert W. Baird & Co. Incorporated. He is licensed to provide both securities and investment advisory services.

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
location

RICHMOND, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Edward Fay Stone is a financial advisor with Edward Jones, a well-established financial services firm. Edward has been in the industry since October 2022 and holds a Series 7TO, SIE and Series 66 license. He is currently registered in Virginia. Previously, Edward worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is also an officer in the Virginia Army National Guard, serving as a logistics officer.

SPECIALIZATIONS

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

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