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

Integrated Wealth Concepts LLC

location

Fairfax, VA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jeffrey Armstrong is a financial advisor with Integrated Wealth Concepts LLC. Jeffrey has been in the financial industry since 2002 and holds a Series 7, Series 66 and SIE licenses. Jeffrey has previously worked with Lincoln Financial Advisors Corporation and Ameriprise Financial Services, Inc.. Jeffrey Armstrong is registered in 17 states and has over 20 years of experience. Jeffrey Armstrong has a variety of investment advisory services that include portfolio management for individuals and financial planning. Jeffrey Armstrong specializes in providing investment advice to individual investors, as well as to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Jeffrey Armstrong is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

MIDLOTHIAN, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey John Fortune is a financial advisor with over 25 years of experience in the industry. Jeffrey currently works with Fidelity Personal And Workplace Advisors, and has worked with Charles Schwab & Co., Inc. in the past. Jeffrey is registered in Virginia, Massachusetts and other states as an investment advisor representative and has a Series 66, Series 63, Series 10, Series 9, and Series 7 license. Jeffrey is a Certified Financial Planner and has specialized experience in retirement planning, college savings, investment management and estate planning.

SPECIALIZATIONS

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

Richmond, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Garner is a financial advisor with over 15 years of experience in the industry. Jeffrey has been with Morgan Stanley since 2022. Prior to that, Jeffrey worked at Wells Fargo Clearing Services, LLC and First Clearing, LLC. Jeffrey's areas of expertise include portfolio management, financial planning, and asset allocation advice. Jeffrey holds several professional licenses, including Series 3, 4, 6, 7, 9, 10, 63, and 66. Jeffrey has worked with a variety of clients, including individuals, families, businesses, and institutions.

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

LPL Financial LLC

location

CHARLOTTESVILLE, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey McGough is a financial advisor registered with LPL Financial LLC. Jeffrey has been in the industry since December 1985. Jeffrey McGough has a Series 63, 65, 7, 24, and 31 licenses. Jeffrey McGough has been registered with LPL Financial LLC since October 2018 and previously worked for VOYA FINANCIAL ADVISORS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., LINSCO/PRIVATE LEDGER CORP., and DEAN WITTER REYNOLDS INC.. Jeffrey McGough works out of the Charlottesville, VA office.

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

THE Lewis Financial Group

location

ASHBURN, VA

0 Disclosures

ADVISOR BIO

Jeffrey Benjamin Axt is a financial advisor with The Lewis Financial Group. Jeffrey has been a financial advisor since 1984 and has experience working with Wells Fargo Advisors. Jeffrey is registered with the state of Virginia. The Lewis Financial Group is a financial advisory firm based in Ashburn, Virginia. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Sanchez & Zures, LLC | CFP ® (Certifications)

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Jeffrey John Zures is an investment advisor representative with Sanchez & Zures, LLC. Jeffrey is a certified financial planner and holds the Series 65 license. Jeffrey has been with Sanchez & Zures, LLC since March 2006. They are registered with the states of District of Columbia, Florida and Virginia. Jeffrey specializes in financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Hayes is a financial advisor at Wells Fargo Clearing Services, LLC. Jeffrey has been in the industry since July 26, 1993. Jeffrey is a registered investment advisor in Virginia. Jeffrey has passed the Series 63, Series 65, Series 7, and SIE exams. Jeffrey holds several licenses. Jeffrey is also a trustee for the Terri B Hayes Living Trust, and the William and Matthew Hayes Trusts. Jeffrey is an active member of the community and enjoys cooking competitions.

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

Brookstone Capital Management LLC

location

Fairfax Station, VA

0 Disclosures

ADVISOR BIO

Jeffrey Banks is a financial advisor at Brookstone Capital Management LLC. Jeffrey has been a registered investment advisor in the state of Virginia since October 2020. Jeffrey holds a Series 65 license and has experience working as a pilot for United Airlines. Jeffrey's current firm, Brookstone Capital Management LLC, manages over $10 billion in assets for over 73,000 clients and offers a variety of services, including financial planning, educational seminars, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

HENRICO, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Boyer is a financial advisor with over 15 years of experience in the financial industry. He is currently registered with Osaic Wealth, Inc. in Henrico, VA and has held previous positions with firms such as SIGNATOR INVESTORS, INC., THE LEADERS GROUP, INC., CAPITAL BROKERAGE CORPORATION, P.J. ROBB VARIABLE CORPORATION, ING AMERICA EQUITIES, INC., PRINCOR FINANCIAL SERVICES CORPORATION and WADDELL & REED, INC.

SPECIALIZATIONS

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

LPL Financial LLC

location

Tazewell, VA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Darrin Murray is a financial advisor with over 35 years of experience in the industry. Jeffrey is currently registered with LPL Financial LLC. Prior to that, Jeffrey was registered with Lombard Securities Incorporated, Benjamin F. Edwards & Company, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc. and Wheat, First Securities, Inc.. Jeffrey holds a Series 63, Series 65, Series 7, and Series 8 license. Jeffrey is currently registered in Delaware, Florida, Georgia, Kentucky, Maryland, Michigan, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and West Virginia. Jeffrey's firm, LPL Financial LLC, manages over $463 billion in assets. Jeffrey is a highly experienced financial advisor with a strong track record of success.

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

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