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

Hightower Advisors, LLC

location

VIENNA, VA

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

John Verfurth is an investment advisor representative with Hightower Advisors, LLC, a firm that provides financial planning, portfolio management, and other investment advisory services. John has been working in the financial industry since November 1995 and is registered with the Securities and Exchange Commission (SEC) and several states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

RBC Capital Markets, LLC

location

Vienna, VA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

John Crawford Galleher is a financial advisor with RBC Capital Markets, LLC. John has been in the financial services industry since March 6, 1982. John has been registered with RBC Capital Markets, LLC since May 2020. Prior to that, John was registered with UBS Financial Services Inc. from February 1998 to June 2020. John has a Series 63, Series 65, Series 3, Series 7, and SIE license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
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

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

Florida Financial Advisors, LLC

location

Vienna, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

John Andrew Scriffiny is a financial advisor with Florida Financial Advisors, LLC. John is a Registered Representative in Florida and Texas. John has been in the industry since 2021 and has worked with clients in various roles.

SPECIALIZATIONS

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

Rathnam Capital, LLC | CFA ® (Certifications)

location

VIENNA, VA

0 Disclosures

ADVISOR BIO

John P. Rathnam is an investment advisor representative at Rathnam Capital, LLC. John has been with the firm since June 2010 and is registered with the state of Virginia and Maryland. John has a Series 65 license and is a Chartered Financial Analyst. The firm offers investment advisory services to individuals and high-net-worth individuals. John provides financial planning and portfolio management services.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

TROUTVILLE, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

John Woodruff White has been in the financial services industry since January 25, 2001. John is currently registered with Ameriprise Financial Services, LLC. John is also licensed in a number of states, including Virginia, Texas, and Florida. John specializes in providing financial planning services, as well as portfolio management services for individuals and businesses. John has a background in securities, having passed the Series 7 and Series 66 exams, and has experience with investments in a variety of areas, including stocks, bonds, mutual funds, and exchange-traded funds. John has been affiliated with Ameriprise Financial Services, Inc. since September 2005. John is also an active investor in real estate and owns a commercial property in Troutville, VA.

SPECIALIZATIONS

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

Morgan Stanley

location

Mclean, VA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

John Giles is a financial advisor with Morgan Stanley. John has been in the financial industry since 2010. John holds the Series 66, Series 7, and SIE exams and has a total of 31 state licenses. John has worked with RBC Capital Markets, LLC in the past and is currently with Morgan Stanley. John is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wyoming. John specializes in working with clients who are interested in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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

MAI Capital Management, LLC | CFA ® (Certifications)

location

Reston, VA

0 Disclosures

ADVISOR BIO

John Knox Witcher is a financial advisor with MAI Capital Management, LLC. John has been in the industry since June 2010 and holds a designation as a Chartered Financial Analyst. John is registered as a Registered Investment Advisor in Virginia. He is currently working at the firm's Reston, VA branch office. John specializes in providing a wide range of services, including portfolio management, financial planning and due diligence/research.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
DUE DILIGENCE/RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Bowen Financial Services, LLC | CFP ® (Certifications)

location

MIDLOTHIAN, VA

0 Disclosures

ADVISOR BIO

John William Bowen is a financial advisor at Bowen Financial Services, LLC. John has been working in the financial services industry since January 2018. John is a Certified Financial Planner and holds the Series 65 license. Bowen Financial Services, LLC provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm is located in Midlothian, VA.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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