Years of Experience
5-20+ Years
RICHMOND, VA
0 Disclosures
ADVISOR BIO
Gordon Elliott Caldwell is a Registered Investment Advisor (IA) representative associated with Wealthcare Capital Management LLC and has been in the industry since May 2001. Gordon Caldwell's firm has offices in Richmond, VA. Gordon Caldwell is licensed in Virginia.
SPECIALIZATIONS
Vienna, VA
46 Years Experience
2 Disclosures
ADVISOR BIO
Gordon Todd Dale has been in the financial services industry since July 1979. Currently, Gordon Todd Dale is registered with RBC Capital Markets, LLC and is based out of their Vienna, VA office. Gordon Todd Dale has also held previous roles at UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Salomon Smith Barney Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc., Shearson/American Express Inc. and Loeb Partners. Gordon Todd Dale has passed the Series 63, Series 65, Series 7, Series 5 and SIE exams and is registered in 29 states.
SPECIALIZATIONS
LYNCHBURG, VA
0 Disclosures
ADVISOR BIO
Gorham Barney Wood is an Investment Advisor Representative at Pettyjohn, Wood & White, Inc. Gorham Barney Wood has been in the industry since November 1993. Gorham Barney Wood has passed the Series 7, Series 63 and Series 65 exams and is registered with the state of Virginia. Gorham Barney Wood is a member of the following firms: Scott & Stringfellow, Inc., Scott & Stringfellow, Inc. and Pettyjohn, Wood & White, Inc.. Prior to joining Pettyjohn, Wood & White, Inc., Gorham Barney Wood was employed by Scott & Stringfellow, Inc. in Richmond, VA. Gorham Barney Wood's area of expertise includes financial planning and portfolio management for individuals.
SPECIALIZATIONS
VIENNA, VA
2 Years Experience
0 Disclosures
ADVISOR BIO
Gory Sharma is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Vienna, Virginia. Gory Sharma has been in the financial services industry since 2019. Gory Sharma has passed the SIE, Series 7TO and Series 66 exams. Gory Sharma holds licenses in Virginia, Texas and other states. Gory Sharma has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, New York and Fidelity Direct Mortgage in Gaithersburg, Maryland.
SPECIALIZATIONS
Glen Allen, VA
6 Years Experience
0 Disclosures
ADVISOR BIO
Grace Borden is a registered investment advisor representative with &partners. Grace is licensed in several states, including Virginia, Arizona, Florida, Georgia, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Virginia. Grace has experience in the financial industry, with prior employment at UBS Financial Services Inc. and other companies. Grace's specializations include a broad range of financial products and services.
SPECIALIZATIONS
RICHMOND, VA
0 Disclosures
ADVISOR BIO
Grace Rachel Choi is an investment advisor representative at Wills Financial Group in Richmond, Virginia. Grace is registered with the state of Virginia and Pennsylvania. Grace has been with Wills Financial Group since June 2013 and specializes in providing financial planning and portfolio management services. Grace holds a Series 65 license and has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans.
SPECIALIZATIONS
Vienna, VA
6 Years Experience
0 Disclosures
ADVISOR BIO
Grace Colleen Benson is an investment advisor representative with RBC Capital Markets, LLC. Grace has been in the industry since December 13, 2018. Grace is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Grace holds the Series 66, Series 7, and SIE licenses. She is also registered in 43 states and the District of Columbia. Grace's previous experience includes working as a Financial Advisor at UBS Financial Services Inc. Grace specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
SPECIALIZATIONS
NEWPORT NEWS, VA
36 Years Experience
0 Disclosures
ADVISOR BIO
Graham Allen Nuttycombe is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Graham has been in the securities industry since 1989 and has experience with a variety of firms. Graham's current registrations include Georgia, Texas, and Virginia. Graham has a wide range of experience in the financial services industry, including investment management, financial planning, and retirement planning. Graham is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
VIENNA, VA
22 Years Experience
0 Disclosures
ADVISOR BIO
Graham Goeddel is a financial advisor with Navy Federal Investment Services, LLC. Graham has been in the financial services industry since 2003 and is registered in 16 states. Graham has experience in various areas of financial planning including portfolio management for individuals and businesses. He is also a registered representative with Navy Federal Investment Services, LLC and has a Series 31, Series 7 and Series 66 license. Graham is committed to providing his clients with personalized financial advice and guidance.
SPECIALIZATIONS
Virginia Beach, VA
4 Years Experience
0 Disclosures
ADVISOR BIO
Graham Miller is a registered investment advisor representative with MML Investors Services, LLC. Graham is licensed in Florida, New Jersey, North Carolina, and Virginia. Graham has experience in the financial industry for 7 years and specializes in asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisers.
SPECIALIZATIONS