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

UBS Financial Services Inc.

location

RICHMOND, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

George Krohn is a financial advisor with UBS Financial Services Inc. located in RICHMOND, VA. George has been in the industry since 2014 and is registered to provide investment advice in 22 states. George is also licensed to provide investment advice in 4 states. George has completed the Series 66, Series 7, and SIE exams. George's experience includes working with clients on a variety of financial planning needs, including retirement planning, college savings, and estate planning. George is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
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

Variant Private Wealth LLC

location

TYSONS, VA

0 Disclosures

ADVISOR BIO

George Clark is an Investment Advisor Representative at Variant Private Wealth LLC. George is a Series 65 licensed individual with a background in finance and education. George has experience in wealth management and financial planning, and is committed to providing personalized financial advice to individuals and families.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFC ® (Certifications)

location

STERLING, VA

experience

39 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

Davenport & Co. LLC | CFA ® (Certifications)

location

RICHMOND, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

George Levin Smith is a financial advisor with Davenport & Co. LLC. George has been in the industry since 1999 and has a strong track record of providing financial advice to individuals, families, and businesses. George is a Certified Financial Analyst and has a deep understanding of investment strategies and financial planning. George is registered in several states including Virginia, North Carolina, Arkansas, Pennsylvania, Tennessee, Illinois, Texas, New Hampshire, and Florida. George is committed to helping clients achieve their financial goals.

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

Wells Fargo Advisors Financial Network, LLC

location

RICHMOND , VA

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

George Mann Gordon is a financial advisor with Wells Fargo Advisors Financial Network, LLC. George has been in the financial services industry since 1984, holding various roles at several companies. His experience includes working as a financial advisor at Wells Fargo Advisors, LLC since 2009. George has a diverse background and is currently registered as a broker and investment advisor in 31 states, including Texas, Virginia, and Alabama.

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

Valic Financial Advisors, Inc.

location

NORTH CHESTERFIELD, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

George Miles Rapp is a financial advisor with over 20 years of experience in the financial services industry. George has been registered with Valic Financial Advisors, Inc. since 2000. George's firm provides financial planning and portfolio management services to individuals and corporations. George is also a registered investment advisor (IA) and holds Series 6, 7, 63 and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

VIRGINIA BEACH, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

George Whitmore has been in the financial industry since 1996. George is currently an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. George is also an Associate/Employee of TowneBank. George is registered with the state of Virginia and 19 other states for securities and investment advisory services. George has also held previous roles at BB&T SECURITIES, LLC, Scott & Stringfellow, LLC and UBS Financial Services Inc. George is a graduate of Washington University in St. Louis.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
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
Unclaimed
location

MIDLOTHIAN, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

George Albert Rowley is a financial advisor with Edward Jones. George has been in the financial industry since December 13, 2018 and is currently registered with the state of Texas and Virginia. George holds the Series 66, Series 7TO, and SIE licenses. George is registered with the state of Alaska, Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Idaho, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia and Wisconsin. George is located in the Edward Jones office in Midlothian, Virginia.

SPECIALIZATIONS

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

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