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

RBC Capital Markets, LLC

location

RICHMOND, VA

experience

47 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Henry Roberts Miller is a registered investment advisor with RBC Capital Markets, LLC. Henry has been in the securities industry since 1977, working with clients in a number of states. Henry is licensed to offer both securities and advisory services.

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

Raymond James Financial Services Advisors, Inc.

location

Roanoke, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Henry Milner Caldwell is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roanoke, Virginia. Henry has been in the financial services industry since 2011. He specializes in retirement planning, college savings, and investment management. Henry is also a licensed insurance agent. In addition to his work at Raymond James, Henry is also an employee at Pinnacle National Bank.

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

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

43 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Henry Clay Shores has been in the financial services industry since 1981. Henry Clay Shores is currently registered as a Registered Representative with Wells Fargo Clearing Services, LLC in Virginia and Texas. Henry Clay Shores is also registered as an Investment Adviser Representative in Virginia and Texas. Before joining Wells Fargo Clearing Services, LLC, Henry Clay Shores was a financial advisor at Ameriprise Financial Services, LLC in Richmond, VA. Prior to that, Henry Clay Shores worked at Wells Fargo Advisors, LLC in Richmond, VA. Henry Clay Shores holds the Series 7, Series 63, and Series 65 licenses. Henry Clay Shores is experienced in providing investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

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

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

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

30 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
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

Cambridge Investment Research Advisors, Inc.

location

Glen Allen, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Herbert Leo Modrak is a financial advisor with Cambridge Investment Research Advisors, Inc. in Glen Allen, VA. Herbert Modrak has been working in the financial services industry since 2007. Herbert Modrak is a registered investment advisor in Virginia and Texas. Herbert Modrak has a wide range of experience in the financial services industry, including previous roles at BB&T Securities, LLC, WealthForge Securities, LLC, and Cary Street Partners. Herbert Modrak holds Series 7, 63, 66, 24 and 99TO licenses.

SPECIALIZATIONS

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

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

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