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

LPL Financial LLC | CFC ® (Certifications)

location

STERLING, VA

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

George Khalsa is a financial advisor with over 37 years of experience in the industry. George is currently registered with LPL Financial LLC in Sterling, Virginia. George has previously worked with Ameriprise Financial Services, LLC, The Investment Center, Inc., MML Investors Services, Inc., PRUCO Securities Corporation, The Prudential Insurance Company of America, B C Financial Corporation, J. W. Gant & Associates, Inc., Investors Group, LTD., Investors Center, Inc., Blinder, Robinson & Co., Inc., Moseley Securities Corporation, and First Investors Corporation. George holds Series 6, 7, 24, 63, and 65 securities licenses. George is also a Chartered Financial Consultant.

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
location

Mclean, VA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

George Stone is a financial advisor with over 9 years of experience in the industry. George Stone is currently registered as a Registered Representative with Morgan Stanley, a firm with approximately $10 billion - $50 billion in assets under management. Prior to joining Morgan Stanley, George Stone was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. George Stone is licensed to conduct business in 54 states and territories, and has passed the following exams: Series 3, Series 7, Series 9, Series 10, Series 66, and SIE. George Stone specializes in providing investment advice to high-net-worth individuals, corporations, investment companies, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities. George Stone also provides asset allocation advice, financial planning, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Osaic Wealth, Inc.

location

HENRICO, VA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

George Allen Foglesong is an active registered representative with over 25 years of experience in the financial services industry. George is currently affiliated with Osaic Wealth, Inc. in HENRICO, VA. George holds several licenses and certifications, including the Series 6, Series 63, and SIE licenses. George is also a registered representative with Securities America, Inc. in HENRICO, VA. George specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ALEXANDRIA, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

George Frederick miguel Angulo is a registered representative with Wells Fargo Clearing Services, LLC, based in Alexandria, Virginia. George Angulo has been in the financial services industry since December 2015.

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

Davenport & Co. LLC

location

WILLIAMSBURG, VA

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

George Wade Askew is a registered representative with Davenport & Co. LLC. George has been in the financial services industry since October 4, 1981. George has passed the Series 7, Series 24, Series 63, and Series 65 exams and is currently registered with the states of Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Missouri, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. George has previously worked at WHEAT, FIRST SECURITIES, INC., SHEARSON LEHMAN HUTTON INC., THE ROBINSON-HUMPHREY COMPANY INC., F.N. WOLF & CO., INC., and FIRST JERSEY SECURITIES, INC.

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

Parks Investment Management, LLC | CFP ® (Certifications)

location

BRISTOL, VA

0 Disclosures

ADVISOR BIO

George King Parks is a registered investment advisor representative with Parks Investment Management, LLC. George is a Certified Financial Planner with more than 20 years of experience in the financial services industry. George has a Series 65 license and is registered with the state of Virginia. George's firm, Parks Investment Management, LLC, offers investment consulting services to other Registered Investment Advisors and provides financial planning and portfolio management for individuals. George is also a minority owner of American Values Investments, Inc., a registered investment advisory firm in Gray, Tennessee.

SPECIALIZATIONS

Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO RIAS
Unclaimed

Wells Fargo Clearing Services, LLC

location

FRONT ROYAL, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

George Lee Karnes is a financial advisor who has been in the industry since May 2008. George is currently registered with Wells Fargo Clearing Services, LLC. George is a registered representative and investment advisor representative in Virginia and Texas. Prior to joining Wells Fargo Clearing Services, LLC, George worked for Edward Jones. George is a registered representative and investment advisor representative in a number of states, including Texas, Virginia, California, and Florida. George has a strong track record of providing financial advice to individuals and families.

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

LPL Financial LLC | CFP ® (Certifications)

location

VIENNA, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

George Gregory Bernhard is a financial advisor with over 20 years of experience in the industry. George is currently registered with LPL Financial LLC, and is licensed in Texas and Virginia. Previously, George has worked with BB&T Investment Services, Inc., Westminster Financial Securities, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and Legg Mason Wood Walker, Incorporated. George's areas of expertise include financial planning, investment management, and pension consulting. George holds the Series 7, Series 66 and Series 65 licenses and is a CERTIFIED FINANCIAL PLANNER™.

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

Benefit Fiduciary Group LLC

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

George Richard Brickley is an Investment Advisor Representative at Benefit Fiduciary Group LLC. George has been in the industry for over 30 years. George's experience includes working with various firms, including KESTRA INVESTMENT SERVICES, LLC, FINANCIAL TELESIS INC, USI SECURITIES, INC, WATERSTONE FINANCIAL GROUP, INC, MUTUAL OF AMERICA SECURITIES CORPORATION, MUTUAL OF AMERICA LIFE INSURANCE COMPANY, and MIMLIC SALES CORPORATION. George holds Series 6, 63, and 65 licenses. George specializes in providing investment advice and financial planning services to individuals and pension plans.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

A. N. Culbertson & Company, Inc.

location

CHARLOTTESVILLE, VA

0 Disclosures

ADVISOR BIO

George Howell Kidder is an investment advisor representative at A. N. Culbertson & Company, Inc. George has been in the industry since February 2003. George is registered as an investment advisor in Virginia, Texas, and South Carolina. George has passed the Series 2, Series 63 and Series 65 exams. George specializes in financial planning and portfolio management. George has experience working with corporations and individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
PROFIT SHARING PLANS

Need help matching

with the right advisor?