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

Westbourne Investments, Inc.

location

ALEXANDRIA, VA

0 Disclosures

ADVISOR BIO

Henry Christopher Pramov is an Investment Advisor Representative with Westbourne Investments, Inc. located in Alexandria, VA. Henry is licensed in Virginia. Henry has been in the industry since February 2007. Westbourne Investments, Inc. is an investment advisory firm also located in Alexandria, VA. Henry has experience in working with high-net-worth individuals, corporations or other businesses and individuals other than high-net-worth. Westbourne Investments, Inc. provides financial planning, portfolio management for businesses and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Insight Financial, Inc.

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Henry Grayson Goodstein is a registered Investment Advisor Representative with Insight Financial, Inc. Henry has been with Insight Financial, Inc. since August of 2012. Henry is licensed to provide investment advice in Virginia. Henry's primary focus is portfolio management, specializing in both individual and institutional clients. In addition to portfolio management, Henry also offers market timing services. Henry's firm, Insight Financial, Inc., is a registered investment advisor firm headquartered in Richmond, Virginia. The firm has a team of investment advisors and is focused on providing personalized financial advice and portfolio management services to a range of clients, including high-net-worth individuals, individuals other than high-net-worth, and irrevocable trusts.

SPECIALIZATIONS

Portfolio Management for Individuals
PORTFOLIO MANAGEMENT FOR IRREVOCABLE TRUSTS
Market Timing Services
Unclaimed

Equitable Advisors, LLC

location

FALLS CHURCH, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Henry Jadwin Shields iv is a registered representative and investment advisor representative with Equitable Advisors, LLC. Henry has been in the securities industry since August 2, 2007 and is currently registered with the following states: California, Connecticut, District of Columbia, Florida, Georgia, Maryland, New York, North Carolina, Texas, Vermont, Virginia, and Washington. Henry's firm, Equitable Advisors, LLC, is a large financial services firm headquartered in New York, NY with a long history of providing financial planning, investment management, and insurance products 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
Unclaimed

Oxford Capital Management

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Henry Stuart Gibson has been a Registered Investment Advisor since January 3, 2003. Henry is a member of Oxford Capital Management, a Registered Investment Adviser with offices in Richmond, Virginia. Henry specializes in portfolio management for individuals. Henry is a Series 65 and Series 63 licensed professional and has over 30 years of experience in the financial services industry. Henry's experience includes prior employment with Legg Mason Wood Walker, Incorporated and Scott & Stringfellow, Inc. Henry has a strong track record of helping individuals achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Capitol Securities Management, Inc.

location

GLEN ALLEN, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Herbert Thomas Wolf has been active in the financial industry for over 35 years. Herbert is currently registered with Capitol Securities Management, Inc. in Maryland, Virginia, and several other states. Herbert is also a general partner in Wolf Realty Associates. Herbert holds a Series 63, 65, 7, 8, 9, and 10 license. His previous experience includes roles at Cantella & Co., Inc. and Raymond James Financial Services, Inc.. Herbert offers a variety of financial services including financial planning, portfolio management for businesses and individuals, 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
Unclaimed
location

RICHMOND, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Herbert Foreman Hargroves jr is an active Registered Representative and Investment Adviser Representative. Herbert has been in the securities industry since April 2018. Herbert is currently registered with Davenport & Co. LLC. Herbert is also licensed in several states, including Virginia, California, Colorado, Florida, Georgia, Maryland, Massachusetts, North Carolina, Pennsylvania, South Carolina, Tennessee, and Texas. Herbert has passed several industry exams, including the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Uniform Combined State Law Examination. Herbert's specialties include providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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

Davenport & Co. LLC

location

RICHMOND, VA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Herbert Foreman Hargroves is a registered investment advisor with Davenport & Co. LLC. Herbert has been working in the financial services industry since 1988. He is licensed to provide investment advice in a number of states, including Virginia, California, Colorado, Florida, Georgia, Maryland, Massachusetts, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas. Herbert holds the Series 63, 65, 7, 24 and SIE licenses, and has earned the designation of . Herbert has previously worked at Crest ar Securities Corporation and Davenport & Co. of Virginia, Inc.. Davenport & Co. LLC has a wide range of client types, including individuals, businesses, high-net-worth individuals, charitable organizations, pooled investment vehicles, and more. The firm offers a variety of investment services, including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Davenport & Co. LLC has a total of 20,878 client accounts with $19,332,677,961 in assets under management.

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

Davidson Investment Advisors, Inc.

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Herbert Barrow Turner III is an investment advisor representative at Davidson Investment Advisors, Inc. with over 15 years of experience in the industry. Herbert has worked at several financial institutions, including Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. Herbert holds the Series 66, Series 7, and SIE licenses. Herbert is registered in Virginia as an Investment Advisor Representative (IAR). Davidson Investment Advisors, Inc. is a firm registered with the SEC that manages over $4 billion in assets.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hopwood Financial Services, Inc. | CFP ®,CFA ® (Certifications)

location

RESTON, VA

0 Disclosures

ADVISOR BIO

Herbert Gladstone Hopwood is a financial advisor with over 35 years of experience in the industry. Herbert Gladstone Hopwood is registered with Hopwood Financial Services, Inc. and is licensed to provide investment advice in Texas and Virginia. Herbert Gladstone Hopwood has a strong track record of success in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Gainesville, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Herbert Leon McClary is a financial advisor with Ameriprise Financial Services, LLC. Herbert has been in the financial industry since 1994 and has worked for several firms including Wells Fargo Clearing Services, LLC and SunTrust Investment Services, Inc. Herbert holds both Series 7 and Series 66 licenses. Herbert has experience working with individual clients, corporations, trusts, and charitable organizations.

SPECIALIZATIONS

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

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