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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
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

Brockenbrough | CFA ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

John Ros Bowers is a financial advisor registered with Brockenbrough. John has over 20 years of experience in the financial services industry. John is a Chartered Financial Analyst and holds FINRA Series 6, 7, and 63 licenses. John specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John is also a registered Investment Advisor Representative in Virginia.

SPECIALIZATIONS

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

Gira & Gira Investment Advisors LLC

location

HARRISONBURG, VA

0 Disclosures

ADVISOR BIO

John David Gira is a Registered Investment Advisor Representative in Virginia and holds Series 7, 63, and 65 licenses. John David has been working in the financial services industry since 1981. John David specializes in providing financial planning and portfolio management for individuals. John David is currently employed at Gira & Gira Investment Advisors LLC. Prior to this role, John David worked at WELLS FARGO ADVISORS, LLC and FIRST UNION CAPITAL MARKETS CORP. John David is licensed to provide investment advisory services in Florida, Louisiana, New York, Texas, and Virginia.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

MCLEAN, VA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

John Edward Demoors is a registered representative with Wells Fargo Clearing Services, LLC in McLean, Virginia. John has been in the industry for over 25 years and has a wide range of experience in the financial services industry. John is also a registered investment advisor in Texas and Virginia. John provides financial planning and investment consulting services to individuals and businesses.

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

Morgan Stanley

location

Virginia Beach, VA

experience

2 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

LPL Financial LLC | CFP ® (Certifications)

location

ROANOKE, VA

experience

31 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

John Register is a financial professional with over 30 years of experience in the industry. John is a Certified Financial Planner® professional and holds Series 6, 7, 24, 63 and 65 securities licenses. He is currently registered with LPL Financial LLC and has been with the firm since June 2018. Previously John was registered with Ameriprise Financial Services, Inc. from June 2014 to June 2018. John is also a registered investment advisor in Virginia and Texas. John specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations.

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

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

MML Investors Services, LLC

location

Aldie, VA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

John Richard Herbert is a financial professional with over 35 years of experience in the industry. John has been registered with MML Investors Services, LLC since June 2006, and previously worked with MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. John holds Series 6, 22, and 63 licenses, as well as the SIE exam. John is registered in District of Columbia, Maryland, and Virginia. John specializes in working with individuals, corporations, charitable organizations, pension and profit-sharing plans, high-net-worth individuals, and trusts.

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
location

Williamsburg, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

John James Kokolis is a financial advisor with over 20 years of experience in the industry. John James Kokolis has been registered with Morgan Stanley since June 2009 and is licensed in 39 states. Before joining Morgan Stanley, John James Kokolis worked with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John James Kokolis is also a licensed Investment Advisor Representative in Virginia and Texas.

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

Bowen Financial Services, LLC | CFP ® (Certifications)

location

MIDLOTHIAN, VA

0 Disclosures

ADVISOR BIO

John Geary Bowen is a financial advisor with over 25 years of experience in the industry. John is a Certified Financial Planner™ professional and owns Bowen Financial Services, LLC. John specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Bowen Financial Services, LLC also provides advisory services to other investment advisors. John began his career in 1997 and has previously been registered with 1ST GLOBAL CAPITAL CORP. and H.D. VEST INVESTMENT SECURITIES, INC. John is licensed in Texas and Virginia.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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