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

Davenport & Co. LLC

location

ROANOKE, VA

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John William Rader is a financial advisor with Davenport & Co. LLC. John has been in the financial services industry since November 20, 1984. John has experience in the financial services industry with previous experience at LPL Financial LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, First Union Securities, Inc. and First Union Capital Markets Corp. John is a licensed securities agent and a registered principal. John's firm provides financial planning, portfolio management for individuals, businesses, and investment companies. John holds Series 7, 24 and 63 licenses.

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

RICHMOND, VA

0 Disclosures

ADVISOR BIO

John Chaffin Mumper is a financial advisor registered with Patina Wealth in Virginia and Texas. John has been in the industry since May 2011. John is also an Investment Adviser Representative in Virginia. John holds a Series 65 license and is licensed in Virginia and Texas. John specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. John is experienced in working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Vistafront Partners Inc.

location

Richlands, VA

0 Disclosures

ADVISOR BIO

John Schweingrouber is a registered investment advisor representative with Vistafront Partners Inc. John has been in the industry since 1999 and has experience with a variety of financial institutions. John holds the Series 7, 63, and 65 licenses. John specializes in Portfolio Management for Individuals. John also works as an author and pursues selling novels online.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Financial Security Advisory Inc. | CFP ® (Certifications)

location

Virginia Beach, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

John Thomas Orlando is a financial advisor with over 28 years of experience. John has a wide range of experience in the financial services industry, having worked with Financial Security Advisory Inc. since 1997 and previously with FINANCIAL SECURITY MANAGEMENT, INCORPORATED and DAVENPORT-DUKES FINANCIAL SERVICES, INC.. John holds multiple licenses and registrations in various states, including Florida, Georgia, Illinois, Massachusetts, New Jersey, North Carolina, South Carolina, Tennessee, Texas, and Virginia. John provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and life and health insurance sales.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Steigerwald, Gordon & Koch - Wealth Advisors | CFP ® (Certifications)

location

LEESBURG, VA

0 Disclosures

ADVISOR BIO

John Seraphin is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors. John is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry for over 5 years. John has a strong track record of helping individuals and families achieve their financial goals. John is committed to providing personalized financial advice to his clients. John specializes in portfolio management for individuals and businesses, as well as financial planning.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

Arlington, VA

experience

17 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

John Fitchett is a financial advisor at LPL Financial LLC, located in Arlington, VA. John has been in the financial services industry since 2007 and holds a Series 66, Series 7 and SIE license. John also holds FINRA and state registrations. John's previous employment includes positions at Morgan Stanley, CUSO Financial Services, L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, Capital One Investment Services LLC, and Chevy Chase Financial Services. John offers financial planning, portfolio management for individuals and businesses, and pension consulting services.

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

Raymond James Financial Services Advisors, Inc.

location

SUFFOLK, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

John McKendree is a financial advisor with over 15 years of experience in the financial services industry. He is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous positions with LPL Financial LLC and Merrill Lynch. John provides a wide range of financial planning and advisory services, including investment management for individuals and businesses. He also offers financial planning services for retirement and other life events.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

CHESAPEAKE, VA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

John William Murphy is an investment advisor representative with Edward Jones, located in Chesapeake, VA. John has been in the financial industry since 1992 and has registrations with the state of Virginia and the Financial Industry Regulatory Authority. John holds FINRA Series 7, 63, and 66 licenses and has held various positions in the industry. John specializes in financial planning and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

LPL Enterprise, LLC

location

GLEN ALLEN, VA

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Edward Miller is a financial advisor with over 30 years of experience in the industry. John has held positions with several firms including John Hancock, Prudential Securities, Morgan Keegan and Allstate. John currently works with LPL Financial in Glen Allen, Virginia, where he provides a range of services to individuals, businesses, and families. These services include financial planning, consulting, and portfolio management.

SPECIALIZATIONS

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

Steigerwald, Gordon & Koch - Wealth Advisors

location

LEESBURG, VA

0 Disclosures

ADVISOR BIO

John Stephen Steigerwald is a registered investment advisor with Steigerwald, Gordon & Koch - Wealth Advisors. John has over 25 years of experience in the financial services industry. John is registered to provide investment advisory services in Virginia and Texas. John has passed the Series 63, Series 65 and Series 7 exams. John is a member of the industry since 1995.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals

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