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

GALAX, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

John Hampton Bryant is a financial advisor at Edward Jones. John has been in the industry since 2017 and is registered to offer investment advice in multiple states including Virginia, Texas, and California. John holds both Series 7 and Series 66 licenses and offers financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

KFA Private Wealth Group, LLC | CFP ® (Certifications)

location

TYSON, VA

disclosure

1 Disclosures

ADVISOR BIO

John Robert Fennig is a financial advisor with KFA Private Wealth Group, LLC, located in Tyson, Virginia. John has over 20 years of experience in the financial services industry. John holds a Series 66, Series 7 and SIE license. John also holds the Certified Financial Planner designation. John has worked with clients of all sizes, including high-net-worth individuals, families, and businesses. John specializes in providing financial planning, portfolio management, and investment advice. John is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Seia | CFP ® (Certifications)

location

Tyson's Corner, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

John Keenan is a financial advisor with over 25 years of experience in the industry. John has a strong background in financial planning, portfolio management, and insurance sales. John is currently a senior partner at Seia. He is also a registered representative of Signator Investors, Inc. and OSAIC WEALTH, INC. John is licensed to sell insurance in multiple states. He is a Certified Financial Planner and has passed the Series 6, 7, 63, and 65 exams. John specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. He is committed to providing his clients with personalized financial advice that meets their unique needs.

SPECIALIZATIONS

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

Davenport & Co. LLC | CFA ® (Certifications)

location

RICHMOND, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

John Paul Ackerly is a financial advisor with Davenport & Co. LLC. John Paul Ackerly is a registered representative with FINRA and is licensed in numerous states. John Paul Ackerly's areas of specialization include providing financial planning services, portfolio management services for individuals, businesses, and pooled investment vehicles, and pension consulting.

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
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Newport News, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

John S. Gajdek III is a financial advisor with over 20 years of experience in the industry. John has been with Morgan Stanley since 2009, serving clients in the Newport News and Virginia Beach areas. His prior experience includes roles at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. John is dedicated to providing personalized financial advice and investment management strategies to help individuals and families 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

LPL Enterprise, LLC

location

GLEN ALLEN, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

John Luther Gaines is a financial professional with LPL Enterprise, LLC located in Glen Allen, VA. John has been in the industry for over 2 years. John is registered with the state of Virginia as an investment advisor representative and has a Series 7TO, Series 66, and SIE license. John offers a range of services including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

MML Investors Services, LLC

location

Glen Allen, VA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

John Dimitrios Dragonas is a financial advisor with MML Investors Services, LLC, having been with them since 2017. John has been in the industry since 1990 and has a broad range of experience in the financial services sector. John currently holds active licenses in Texas and Virginia as both a registered representative and an investment advisor representative. Prior to joining MML Investors Services, LLC, John was employed at MSI FINANCIAL SERVICES, INC., and Metropolitan Life Insurance Company.

SPECIALIZATIONS

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

Concord Wealth Partners

location

ABINGDON, VA

0 Disclosures

ADVISOR BIO

John French Wilson is a financial advisor who has been in the financial services industry for over 20 years. John is an investment advisor representative with Concord Wealth Partners, and is registered to provide investment advice in Massachusetts. John has experience working with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. John's firm provides a variety of financial services, including financial planning, selection of other advisors, and portfolio management for individuals and businesses. John is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
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
location

COVINGTON, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

John Dudley Wilson is a financial advisor at Edward Jones, a firm with over $10 billion in assets under management. John has been a registered representative since 2017. John is licensed in Arizona, Florida, Georgia, Kentucky, Massachusetts, North Carolina, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia and Wyoming. John specializes in providing financial planning, pension consulting and selection of other advisors, as well as portfolio management for businesses and individuals. John is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

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