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

Modera Wealth Management, LLC | CFP ® (Certifications)

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Gordon Bernhardt is an investment advisor representative for Modera Wealth Management, LLC. Gordon has been in the financial services industry since 1989. Gordon is registered with the state of Texas and Virginia. Gordon's firm has offices in Westwood, New Jersey and McLean, Virginia. Gordon has experience in portfolio management for businesses and individuals, financial planning and pension consulting.

SPECIALIZATIONS

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

Advisors Financial, Inc.

location

VIENNA, VA

0 Disclosures

ADVISOR BIO

Gordon Daisley is a registered investment advisor representative with Advisors Financial, Inc. based in Vienna, Virginia. Gordon is licensed in Virginia and has been in the industry since January 2024. Gordon specializes in financial planning, selection of other advisers, and portfolio management for individuals and businesses. Gordon is also a registered investment advisor and holds the Series 65 license.

SPECIALIZATIONS

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

Pettyjohn, Wood & White, Inc.

location

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

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

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

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
location

Glen Allen, VA

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION
Publication of Financial Periodicals
Unclaimed

Wills Financial Group

location

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

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

Vienna, VA

experience

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

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

Navy Federal Investment Services, LLC

location

VIENNA, VA

experience

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

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

MML Investors Services, LLC

location

Virginia Beach, VA

experience

3 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

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NEWPORT NEWS, VA

experience

35 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

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

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