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

Next Financial Group, Inc. | CFP ® (Certifications)

location

VIRGINIA BEACH, VA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

John Wyatt Williamson has been in the financial services industry since February 1985. John Wyatt Williamson is currently a registered representative with Next Financial Group, Inc. and is licensed in Texas and Virginia. John Wyatt Williamson is a Certified Financial Planner and provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. John Wyatt Williamson is also a registered investment advisor representative with Next Financial Group, Inc.

SPECIALIZATIONS

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

Alpha Strategies Corp.

location

STERLING, VA

0 Disclosures

ADVISOR BIO

John Manning Herr is an investment advisor representative at Alpha Strategies Corp. with over 30 years of experience in the financial industry. He has worked in the financial industry since 1980 and has been with Alpha Strategies Corp. since April 2010. John is registered with the state of Virginia and is also a registered representative in Texas and Louisiana. John provides portfolio management services for individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

City Capital Management LLC

location

FOREST, VA

0 Disclosures

ADVISOR BIO

John Franklin Martin is an investment advisor representative associated with City Capital Management LLC. John is registered with the state of Virginia and holds a Series 65 license. John has been in the industry since October 2000 and is currently active in the state of Virginia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Centaurus Financial, Inc.

location

LEESBURG, VA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John David Trentor is a financial professional with over 20 years of experience in the industry. John is a Registered Representative and General Securities Principal with Centaurus Financial, Inc., a firm with a strong track record in providing financial guidance to individuals and corporations. John has a deep understanding of the financial markets and is committed to providing personalized financial advice tailored to each client's specific needs.

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
Publication of Financial Periodicals
Unclaimed

Mason & Associates, LLC | CFP ® (Certifications)

location

NEWPORT NEWS, VA

0 Disclosures

ADVISOR BIO

John Michael Mason is a financial advisor with Mason & Associates, LLC, a firm with offices in NEWPORT NEWS, VA. John Michael Mason has been in the industry for more than 10 years and has experience in Financial Planning and Portfolio Management. He holds the Series 7, Series 66, and Series 24 licenses. He is also a Certified Financial Planner. His specializations include providing financial advice to individuals and families, managing investments, and providing financial planning services. John Michael Mason has served clients at Centaurus Financial, Inc. in ANAHEIM, CA and John M. Mason Financial Inc. in NEWPORT NEWS, VA.

SPECIALIZATIONS

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

Richmond Capital Management Inc.

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

John Randolph Sides is an investment advisor representative with Richmond Capital Management Inc. John is registered with the state of Virginia. John has been in the industry since April 2019. John has a Series 65 license. John is a registered investment advisor representative with Richmond Capital Management Inc. John's specializations include Retirement Planning, College Savings, Asset Allocation, and Estate Planning.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Personal Financial Experiences, LLC | CFP ® (Certifications)

location

MIDLOTHIAN, VA

0 Disclosures

ADVISOR BIO

John Corrigan is an investment advisor representative and registered representative with Personal Financial Experiences, LLC. John has been in the industry for more than 10 years and specializes in portfolio management for individuals and financial planning. John holds a Series 6, Series 7 and Series 63 license, and is a Certified Financial Planner. John previously worked at INTERSECURITIES, INC. in RICHMOND, VA and has experience working with individuals, high net worth individuals, and individually owned businesses. John works with 39 high net worth individuals and manages approximately $50,350,000 of assets. John is a registered investment advisor in Virginia and Florida.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Thompson Siegel & Walmsley LLC | CFA ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

John Moran is a registered Investment Advisor Representative at Thompson Siegel & Walmsley LLC. John is registered with the state of Virginia. John's firm manages assets for high net worth individuals, investment companies, pooled investment vehicles, corporations, insurance companies, charitable organizations, state or municipal government entities, and pension and profit sharing plans. The firm also provides financial planning and portfolio management services for businesses and individuals. John has been employed with Thompson Siegel & Walmsley LLC since 2022 and has experience in the financial services industry dating back to 2013. John holds the Chartered Financial Analyst designation. John's previous employment includes Agincourt Capital Management, DDJ Capital Management, and Douglas S. Freeman High School.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
UNIFIED MANAGED ACCOUNTS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

UBS Financial Services Inc.

location

NORFOLK, VA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

John E Searing is a financial advisor in Norfolk, Virginia with over 25 years of experience in the industry. John currently works at UBS Financial Services Inc., previously working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. John is registered with the Securities and Exchange Commission and the state of Virginia. He is also a registered Investment Advisor Representative. John specializes in financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

MIDLOTHIAN, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

John Michael Schaeufele is a financial professional with over 7 years of experience in the financial services industry. John Michael is currently registered with Cetera Investment Advisers LLC and is based in Midlothian, VA. He is a licensed Investment Advisor Representative in Virginia and holds Series 6, 63, and 65 securities licenses. John Michael has previously been employed by OneAmerica Securities, Inc. and American United Life.

SPECIALIZATIONS

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

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