Years of Experience
5-20+ Years
Charlottesville, VA
0 Disclosures
ADVISOR BIO
James Michael Childress is a financial advisor registered with Cary Street Partners and has been in the industry since 1983. James is a Chartered Financial Analyst, holding Series 7 and Series 63 licenses. He is registered in Virginia, North Carolina, and Texas, and works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. James provides financial planning, portfolio management, and other advisory services.
SPECIALIZATIONS
Richmond, VA
38 Years Experience
3 Disclosures
ADVISOR BIO
James Laneave is a financial advisor based in Richmond, VA. James has over 35 years of experience in the financial services industry. James currently works at Osaic Wealth, Inc., and has previously worked at firms such as SECURITIES AMERICA, INC. and INVESTACORP, INC. James offers a range of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
SPECIALIZATIONS
Mclean, VA
32 Years Experience
2 Disclosures
ADVISOR BIO
James R. McIntire is a financial advisor at Morgan Stanley with over 25 years of experience in the industry. James is registered with both FINRA and the SEC, and is licensed to provide investment advice in 24 states. James's specialties include portfolio management, financial planning, and investment advice.
SPECIALIZATIONS
Tysons, VA
22 Years Experience
0 Disclosures
ADVISOR BIO
James O'Brien is a financial professional with over 20 years of experience in the industry. James is currently registered with Robert W. Baird & Co. Inc. in Tysons, Virginia. Previously, James worked with FBR CAPITAL MARKETS & CO. in Arlington, Virginia and UBS SECURITIES LLC in New York, New York. James holds Series 7, 24, 63, 79TO and SIE licenses and is registered in Virginia and the District of Columbia. James is also a general securities principal and specializes in providing financial advice and investment management services to a wide range of clients, including individuals, corporations, institutions, and investment companies.
SPECIALIZATIONS
LYNCHBURG, VA
0 Disclosures
ADVISOR BIO
James Michael Laneve is a financial advisor with Laneve Financial Guidance LLC in Lynchburg, Virginia. James Michael Laneve has been a registered investment advisor since 2010 and previously worked at VALIC Financial Advisors, Inc. and The Variable Annuity Marketing Company. James Michael Laneve is a Certified Financial Planner and holds the Series 6, Series 7 and Series 63 licenses. James Michael Laneve has experience in portfolio management for individuals.
SPECIALIZATIONS
Newport News, VA
23 Years Experience
0 Disclosures
ADVISOR BIO
James H. Cale is a financial advisor registered with Morgan Stanley in Newport News, VA. James has been in the industry since 2001. Previously, James was registered with CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. James holds a Series 66, Series 7 and SIE license and is registered in 53 states. James has an extensive background in asset allocation advice, financial planning and portfolio management.
SPECIALIZATIONS
HENRICO, VA
0 Disclosures
ADVISOR BIO
James McPherson is an Investment Advisor Representative with Edelman Financial Engines. He is based in Henrico, VA and has been in the industry since 2011. James holds the Series 66, Series 7, and SIE licenses. James is a member of the Investment Advisor Association and the Financial Planning Association. He is also an active member of the local community.
SPECIALIZATIONS
ALEXANDRIA, VA
1 Disclosures
ADVISOR BIO
James Maurice Simon is a financial advisor with Renew Wealth Management LLC. James has been in the financial services industry for over 15 years and has a broad range of experience. He is licensed to provide financial advice in Florida, Maryland, Texas, and Virginia. James holds the Series 66, Series 9, Series 10, and Series 7 licenses, as well as the SIE designation. He is also a Certified Financial Planner. James is dedicated to providing personalized financial advice to his clients, helping them reach their financial goals.
SPECIALIZATIONS
RICHMOND, VA
22 Years Experience
0 Disclosures
ADVISOR BIO
James E. Davidson is a financial advisor with over 20 years of experience in the industry. James has been registered with Davenport & Co. LLC since July 2007 and has a broad range of experience in the industry having previously worked at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. James holds the Series 66, Series 31, Series 7 and SIE licenses and has earned the Certified Financial Planner designation. James specializes in working with individuals, businesses, corporations, investment companies, high-net-worth individuals, charitable organizations, pension and profit-sharing plans and pooled investment vehicles. James has a strong commitment to providing personalized financial advice to clients.
SPECIALIZATIONS
Reston, VA
56 Years Experience
1 Disclosures
ADVISOR BIO
James Robert Jones is a registered investment advisor with Washington Securities Corp. James has been in the financial services industry since August 7, 1968, and has a wealth of experience. James holds a Series 65 license, which allows him to provide investment advice to individuals and families. He is also registered with FINRA, which is a self-regulatory organization that oversees the securities industry. James is committed to providing his clients with personalized financial advice that is tailored to their specific needs and goals.
SPECIALIZATIONS
