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

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

John Pierre Lambert is a financial advisor associated with Wells Fargo Clearing Services, LLC. John has been in the financial industry for over 16 years, having passed the Series 63, Series 65, and Series 6 exams. He is currently registered with the state of Virginia, and is also registered with the state of Maryland and District of Columbia. John has worked with a variety of clients, including individuals, corporations, pension plans and charitable organizations. He is a highly experienced advisor with a proven track record of success.

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
location

SUFFOLK, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

John Stephen Crain is a financial advisor with Edward Jones. John has been in the financial industry since February 2019, and holds a Series 66, 7TO and SIE license. John is registered to offer investment advice in Alabama, Arizona, California, Florida, Georgia, Maryland, Mississippi, Missouri, New Hampshire, New Jersey, North Carolina, South Carolina, Texas, Virginia and Washington. John has experience in providing financial advice to individuals, businesses, and institutions. John is dedicated to helping clients achieve their financial goals. John's professional background includes experience with Smith Turf & Irrigation Co., LLC.

SPECIALIZATIONS

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

Financial Solutions | CFP ® (Certifications)

location

Onancock, VA

0 Disclosures

ADVISOR BIO

John Whitby Fiege is a Certified Financial Planner with over 20 years of experience in the financial services industry. John is currently registered with the state of Virginia as an Investment Advisor Representative and has a Series 65 license. He is affiliated with Financial Solutions, a firm based in Onancock, Virginia. Financial Solutions offers a range of services including financial planning, portfolio management, pension consulting and educational seminars. The firm caters to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

CHARLOTTESVILLE, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

John Charles Dean is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Charlottesville, Virginia. John has been in the financial industry since March 21, 1996, and has experience providing financial planning and investment services to a variety of clients, including individuals, businesses, and retirement plans. John is a Certified Financial Planner™ and is registered with the state of Texas and Virginia. John has worked for several firms during his career, including H&R Block Financial Advisors, Inc. and Investcorp, Inc., and holds several licenses and designations, including Series 63, 65, 7, 9, and 10.

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

Wells Fargo Clearing Services, LLC

location

CHARLOTTESVILLE, VA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Walter Higgins is a financial advisor with over 30 years of experience in the industry. John has held positions with several prominent firms, including Morgan Stanley, Citigroup Global Markets Inc., and Kemper Securities Group, Inc., and is currently registered with Wells Fargo Clearing Services, LLC. John's extensive background in the financial industry, coupled with his dedication to client service, provides John with the expertise and knowledge to help clients achieve their financial goals. John has a proven track record of success in providing financial guidance and investment management to clients.

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

Virtue Capital Management, LLC

location

ROANOKE, VA

0 Disclosures

ADVISOR BIO

John Michael Keeley is an investment advisor representative at Virtue Capital Management, LLC. John has been in the securities industry since 1988. Prior to joining Virtue Capital Management, LLC, John worked at Princor Financial Services Corporation, Lincoln Financial Securities Corporation, Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated and MML Investors Services, Inc. John is licensed to provide investment advice in Virginia.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RICHMOND, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

John Alton Jones is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the industry since 2008 and holds licenses in various states. John has experience at other firms including Wells Fargo Advisors, LLC and AXA Advisors, LLC. John specializes in providing investment advice and financial planning services to individuals, families, and businesses. John's goal is to help clients achieve their financial goals through personalized investment strategies.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

State Farm Investment Management Corp.

location

Mechanicsville, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

John Bannon is a registered investment advisor representative with State Farm Investment Management Corp. John has been in the securities industry since 1998 and has a Series 6, Series 63, and Series 65 license. John is currently registered with the State of Virginia. John's firm offers a range of investment advisory services, including portfolio management for individuals and investment companies. John's office is located at 6372 Mechanicsville Tpke, Suite 104, Mechanicsville, VA 23111.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Chesapeake Investment Management LLC | CFA ® (Certifications)

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

John Arnold Edwards is a registered investment advisor representative with Chesapeake Investment Management LLC. John Arnold Edwards is registered in District of Columbia, Maryland, and Virginia and has been in the industry since March 2012. John Arnold Edwards has a Chartered Financial Analyst designation. Chesapeake Investment Management LLC is based in McLean, Virginia. The firm's main office is located at 1501 Farm Credit Dr., Suite 2450, McLean, Virginia 22102.

SPECIALIZATIONS

Portfolio Management for Individuals

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