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

PFS Investments Inc.

location

Williamsburg, VA

experience

3 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jamel Oneal White is a registered representative with PFS Investments Inc. Jamel has been in the industry for over 2 years and has experience in both brokerage and investment advisory services. Jamel is licensed to provide investment advice in California, Florida, North Carolina and Virginia. Jamel is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jamel holds a Series 7 and Series 66 license. Jamel has a history of working for various companies including Fidelity Brokerage Services LLC. Jamel is also a registered representative of Primerica Financial Services, a financial services company that provides life insurance, annuities, mutual funds, and other financial products. Jamel also has experience in working as a teacher for the University of Maryland Global Campus. Jamel is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Kestra Advisory Services, LLC | CFP ® (Certifications)

location

RICHMOND, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

James Gift is a financial advisor registered with Kestra Advisory Services, LLC. James is also registered in 20 states and the District of Columbia. James has been in the financial services industry since 2011. James provides financial planning and wealth management services for individuals, families, and businesses. James has a background in providing investment advisory services through Kestra Advisory Services, LLC. In addition, James holds a Certified Financial Planner designation.

SPECIALIZATIONS

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

WINCHESTER, VA

experience

9 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

James Imoh is a financial advisor with Edward Jones. James has been working in the financial services industry for over 10 years. James has a Series 7 and Series 66 license, and is registered with the state of Virginia, among other states. James specializes in helping individuals and families achieve their financial goals. James can help with retirement planning, college savings, and investment management. James has a strong commitment to providing personalized service and helping his clients understand their financial options.

SPECIALIZATIONS

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

Dorsey, Wright & Associates, LLC

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

James Thomas West is a registered Investment Advisor Representative in Virginia, affiliated with Dorsey, Wright & Associates, LLC. James has been in the industry since October 2014. James holds the Series 3 license and has been registered with FINRA since October 2017. Dorsey, Wright & Associates, LLC is a wealth management firm that specializes in providing investment advisory services to individuals, businesses, investment companies, and charitable organizations. The firm’s advisory services include portfolio management, research and chart services, and educational seminars. The firm has offices in Richmond, Virginia. James has experience in providing investment advice to a wide range of clients, including high-net-worth individuals, pension plans, and corporations.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
RESEARCH & CHART SERVICES
Publication of Financial Periodicals
Unclaimed

Lifemark Securities Corp.

location

Lynchburg, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

James Edward Arnold is a financial advisor who has been in the industry since 1986. He is currently registered with Lifemark Securities Corp. and is licensed to provide investment advice in multiple states. James previously held positions with Foresters Equity Services, Inc., Resource Horizons Group LLC, Investors Capital Corp., Signator Investors, Inc., John Hancock Mutual Life Insurance Company, North American Management, Inc., and First American National Securities, Inc. James specializes in investment management for both businesses and individuals, and his primary focus is providing financial planning services. James's clients benefit from his expertise and knowledge of the industry, as he has a strong track record of success.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

VIRGINIA BEACH, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

James Michael Wood is a financial advisor currently registered with Truist Advisory Services, Inc. James has been in the financial industry since June 2005 and has worked for several firms, including BB&T Securities, LLC and SunTrust Investment Services, Inc. James holds a Series 66, Series 7 and SIE license. James is registered in Florida, Idaho, Missouri, Montana, New York, North Carolina, and Virginia. James specializes in Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Elemental Capital Management, LLC

location

GLEN ALLEN, VA

0 Disclosures

ADVISOR BIO

James Ruffin is an Investment Advisor Representative at Elemental Capital Management, LLC. James has been in the industry for over 10 years, holding previous positions at Wells Fargo Clearing Services, LLC and SunTrust Investment Services, Inc. James is registered with the state of Virginia and holds the Series 66, Series 7 and SIE exams. Elemental Capital Management, LLC is a Registered Investment Advisor headquartered in Glen Allen, Virginia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

VIRGINIA BEACH, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

James Thomas Albert is a registered representative with LPL Financial LLC in Virginia Beach, VA. James has over 20 years of experience in the financial services industry, specializing in investment advisory and financial planning services. James has earned the Series 6, Series 63, Series 65, and SIE licenses and is currently registered with the state of Virginia and North Carolina. James previously worked with MML Investors Services, LLC and MICG Investment Management, LLC.

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

Morgan Stanley

location

Richmond, VA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

James Chapelle Hill is a financial advisor registered with Morgan Stanley in Richmond, Virginia. James has been in the industry since May 7, 1991. James is also registered with the following state regulators: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.

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
ASSET ALLOCATION ADVICE
Unclaimed

MML Investors Services, LLC

location

McLean, VA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

James Joseph Hanagan has over 30 years of experience in the financial services industry. He has a strong background in securities and investment advisory services. James is a registered representative and investment advisor with MML Investors Services, LLC and has previously been registered with NYLIFE Securities Inc. He is dedicated to providing clients with personalized financial advice and guidance. James holds Series 6, 63, and 65 licenses. He specializes in a variety of financial services including investment advice, retirement planning, and insurance. James' clients include individuals, families, businesses, and trusts.

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

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