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

Osaic Wealth, Inc.

location

VIRGINIA BEACH, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

John Sexton is a financial advisor with over 30 years of experience in the financial industry. He is currently registered with Osaic Wealth, Inc., where he offers financial planning, pension consulting, and portfolio management services. John is a registered representative in multiple states and holds various licenses and certifications. He offers a variety of services to help individuals and families achieve their financial goals, including investment advice, retirement planning, and estate planning.

SPECIALIZATIONS

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

Centaurus Financial, Inc.

location

WILLIAMSBURG, VA

experience

49 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Phillip Routten is an investment advisor representative with Centaurus Financial, Inc. John has been in the securities industry since February 1976. John is registered with the state of Florida, Texas, and Virginia. John has experience with a range of clients, including individuals, corporations, and other businesses. John is able to provide advisory services that include financial planning, portfolio management, and education. John's current employer Centaurus Financial, Inc. has offices in both Anaheim, California, and Williamsburg, Virginia.

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

Raymond James Financial Services Advisors, Inc.

location

Glen Allen, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

John Joseph Tekavec is a financial advisor with Raymond James Financial Services Advisors, Inc. John has been in the financial services industry since 1998. John is a registered representative with Raymond James Financial Services Advisors, Inc. and is also registered as an investment advisor representative in Virginia. John has experience working with a range of clients, including individuals, corporations, pension plans, and charitable organizations. John provides financial planning, portfolio management, and other investment-related services to clients.

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

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
location

NORFOLK, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

John Stephen Rhoades is a financial advisor associated with Edward Jones. John is a registered representative with the state of Virginia and Texas and holds Series 7, Series 66, and SIE licenses. John has been in the financial industry since 2014 and is licensed to offer financial services in several states. John's focus is on financial planning, investment advice, and retirement planning. John provides services to individuals, families, and businesses. John is committed to providing clients with personalized financial advice that helps them reach their financial goals.

SPECIALIZATIONS

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

Bankers Life Advisory Services, Inc.

location

Richmond, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

John Macarthur Barker is a financial advisor who has been in the industry since 2018 and is registered in Virginia as both a broker-dealer and an investment advisor. John Macarthur Barker is currently employed by Bankers Life Advisory Services, Inc., which has offices in Richmond, VA, and Chicago, IL. John Macarthur Barker has been registered with Bankers Life & Casualty since 2001 and has experience in insurance business including LTC, Life and Medicare. John Macarthur Barker's specializations include financial planning, educational seminars and portfolio management. John Macarthur Barker works with both individuals and businesses. Bankers Life Advisory Services, Inc. manages approximately $1 Billion to $10 Billion in assets and is headquartered in Chicago, Illinois.

SPECIALIZATIONS

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

Colonial River Wealth Management LLC

location

MIDLOTHIAN, VA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

John Robertson is a registered investment advisor with Colonial River Wealth Management LLC, based in Midlothian, VA. John has been in the financial industry since 1983. John holds licenses to practice as a Registered Representative with the Financial Industry Regulatory Authority (FINRA). John is a Series 63, 65, and 7 license holder and is also licensed in Alabama, California, Florida, New York, North Carolina, South Carolina, Texas, Utah, Virginia, and Washington. In addition to serving as an investment advisor, John also provides financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

Navy Federal Investment Services, LLC

location

VIENNA, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

John Bowers McConnell is a financial advisor currently registered with Navy Federal Investment Services, LLC. John is a registered representative in Virginia. John has previously been registered with EF Legacy Securities, LLC; M&T Securities, Inc.; Purshe Kaplan Sterling Investments; and Voya Financial Advisors, Inc. John specializes in providing financial planning, educational seminars, and selection of other advisors. John manages portfolios for businesses and individuals. John is also a Registered Investment Advisor in Virginia.

SPECIALIZATIONS

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

Davenport & Co. LLC

location

RICHMOND, VA

experience

51 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Michael Landry is an active investment advisor representative. John Michael Landry is registered with Davenport & Co. LLC and has been in the industry since September 15, 1974. John Michael Landry is registered in 29 states and the District of Columbia. John Michael Landry has passed the Series 63, Series 65, Series 7TO, Series 52TO, Series 8, Series 9, Series 10, Series 1 and the SIE exam. John Michael Landry specializes in Portfolio management for Individuals, Portfolio management for Businesses, Portfolio management for Investment Companies, Portfolio management for Pooled Investment Vehicles, Financial Planning, Pension Consulting 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
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?