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

Robert W. Baird & Co. Inc.

location

Lynchburg, VA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Wimbish Craddock is a financial advisor in Lynchburg, Virginia, with over 25 years of experience in the industry. John is currently registered with Robert W. Baird & Co. Inc. in Lynchburg, Virginia. John has previously worked with MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. John specializes in a variety of financial services, including portfolio management, financial planning, pension consulting, educational seminars, and publication of periodicals.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

LEESBURG, VA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

John Moran is a financial advisor with over 20 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc. and MML Investors Services, LLC. John has a diverse set of credentials, including Series 6, 7, 63, and 65 licenses, as well as the SIE exam. John is also a Certified Financial Planner. John has a broad range of expertise, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. John is currently registered in 20 states and has a strong track record of helping clients achieve their financial goals.

SPECIALIZATIONS

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

Morgan Stanley

location

Virginia Beach, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

John T Moore is a registered investment advisor with Morgan Stanley in Virginia Beach, Virginia. John T Moore is licensed in 24 states and has been in the industry since 2023. John T Moore holds the Series 7, Series 66, and SIE licenses. John T Moore is affiliated with Morgan Stanley and specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.

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

Wells Fargo Clearing Services, LLC

location

ARLINGTON, VA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Lavalle is a financial advisor with Wells Fargo Clearing Services, LLC. John has been in the financial services industry since 1997. John holds the Series 63, 65, 7 and SIE licenses. John is registered with FINRA and is also registered with the state regulators in 27 states. John was previously affiliated with Citigroup Global Markets Inc. and A.G. Edwards & Sons, Inc. In addition to working with individuals, John also provides investment consulting services to institutional clients.

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

SBK Financial, Inc. | CFP ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

John King is a financial advisor with over 19 years of experience. John is a Certified Financial Planner and is registered with the state of Virginia. John is currently employed by SBK Financial, Inc. and is based in Richmond, VA. John specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
TAX PREPARATION & PLANNING
Unclaimed

Evermay Wealth Management, LLC | CFP ®,CFA ® (Certifications)

location

GAINESVILLE, VA

0 Disclosures

ADVISOR BIO

John Pugh is a financial advisor with over 25 years of experience in the industry. John is a Certified Financial Planner and a Chartered Financial Analyst. John works with individuals, families, and businesses to develop and implement financial plans that meet their specific needs and goals. John is registered with the state of Virginia and Texas as an Investment Advisor Representative. John also has Series 63 and Series 65 securities licenses. John is currently affiliated with Evermay Wealth Management, LLC.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ® (Certifications)

location

Virginia Beach, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

John David Wiedmaier is a financial advisor with Commonwealth Financial Network. John David Wiedmaier has been in the industry since 1998. John David Wiedmaier is registered with FINRA and is licensed in 13 states. John David Wiedmaier has the Certified Financial Planner designation.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

RICHMOND, VA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Marion Hopper is a financial advisor based in Richmond, Virginia, with over 20 years of experience in the industry. John has held several roles at various financial institutions, including Southtrust Securities, First Union Securities, Wells Fargo Advisors, FTB Advisors, and Cambridge Investment Research. Currently, John works for Oppenheimer & Co. Inc., specializing in retirement planning, portfolio management, and other advisory services for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

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

Evoadvisers | CFP ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

John Benjamin Clair is a Certified Financial Planner and an Investment Advisor Representative. John has been in the industry since 2009, and is currently affiliated with Evoadvisers in Richmond, VA. John is a Series 65 Registered Investment Advisor with the state of Virginia. John specializes in providing financial planning and portfolio management services to individuals and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Pinnacle Associates, Ltd.

location

Richmond, VA

0 Disclosures

ADVISOR BIO

John Bocock is an investment advisor representative at Pinnacle Associates, Ltd.. John has been in the industry since July 1997. John has a Series 65 license. Pinnacle Associates, Ltd. is a registered investment advisor with offices in Richmond, VA and New York, NY. Pinnacle Associates, Ltd. provides financial planning, portfolio management for businesses, and portfolio management for individuals. John's specializations include individual, retirement, educational and institutional clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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