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

Taylor Financial Group, Inc. | CFP ® (Certifications)

location

ROANOKE, VA

0 Disclosures

ADVISOR BIO

John Samuel Taylor is an investment advisor representative with Taylor Financial Group, Inc. John Taylor has been in the securities industry since June 1992 and has a Series 7, 63 and 24 license and has passed the Uniform Investment Adviser Law Examination. John Taylor has been with Taylor Financial Group, Inc. since 1992 and has been registered with the state of Virginia. John Taylor has previous employment history at LINSCO/PRIVATE LEDGER CORP and INVESTMENT MANAGEMENT & RESEARCH, INC. John Taylor specializes in working with high net worth individuals and individuals other than high net worth individuals. John Taylor is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Davenport & Co. LLC

location

Kilmarnock, VA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

John Avis Black is a registered investment advisor representative with Davenport & Co. LLC. John has been in the industry since March 10, 1991. John holds several licenses, including Series 63, Series 65, Series 7, Series 9, and Series 10. John's previous experience includes a role at WHEAT, FIRST SECURITIES, INC. in Charlotte, North Carolina. Davenport & Co. LLC is an SEC registered investment advisor. The firm has offices in Richmond, Virginia, Kilmarnock, Virginia, and Moon, Virginia.

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

Tiaa-Cref Individual & Institutional Services, LLC

location

FAIRFAX, VA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Glorioso is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC, a firm based in New York City. John has been active in the securities industry since November 1999 and has experience with TIAA and WELLS FARGO ADVISORS, LLC. John is licensed in 18 states and the District of Columbia and has a Series 7, 31, and 66 license, as well as the SIE. John offers financial planning and portfolio management services to individuals and businesses. John has extensive experience working with a variety of client types, including high-net-worth individuals, charitable organizations, and corporations.

SPECIALIZATIONS

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

First Command Advisory Services

location

Woodbridge, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

John Edward Taylor is an investment advisor representative currently registered with First Command Advisory Services. John has been in the securities industry for over two years and has a broad range of experience. John is committed to providing his clients with personalized financial planning and investment advice. John's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

FAIRFAX, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

John Kidwell is a financial advisor with Cetera Investment Advisers LLC. John has been in the industry since 2017 and is currently registered in Virginia, Maryland, and Virginia. John is also an attorney with John Kent Kidwell PC, specializing in real estate and business law. This experience combined with his financial advising background provides him a unique and comprehensive approach to helping clients reach their goals.

SPECIALIZATIONS

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

PFS Investments Inc.

location

CHANTILLY, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

John Justin Gradowski is a registered representative with PFS Investments Inc. John Justin Gradowski is located in CHANTILLY, VA. John Justin Gradowski has been in the industry since 2023-12-31. John Justin Gradowski is registered to sell investment company products and variable contracts. John Justin Gradowski is also registered in Maryland.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

MIDLOTHIAN, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

John Michael Schaeufele is a financial professional with over 7 years of experience in the financial services industry. John Michael is currently registered with Cetera Investment Advisers LLC and is based in Midlothian, VA. He is a licensed Investment Advisor Representative in Virginia and holds Series 6, 63, and 65 securities licenses. John Michael has previously been employed by OneAmerica Securities, Inc. and American United Life.

SPECIALIZATIONS

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

Personal Financial Experiences, LLC | CFP ® (Certifications)

location

MIDLOTHIAN, VA

0 Disclosures

ADVISOR BIO

John Corrigan is an investment advisor representative and registered representative with Personal Financial Experiences, LLC. John has been in the industry for more than 10 years and specializes in portfolio management for individuals and financial planning. John holds a Series 6, Series 7 and Series 63 license, and is a Certified Financial Planner. John previously worked at INTERSECURITIES, INC. in RICHMOND, VA and has experience working with individuals, high net worth individuals, and individually owned businesses. John works with 39 high net worth individuals and manages approximately $50,350,000 of assets. John is a registered investment advisor in Virginia and Florida.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Park Avenue Securities LLC | CFC ® (Certifications)

location

ALEXANDRIA, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

John W. Crane is an investment advisor representative with Park Avenue Securities LLC. John has been in the securities industry since November 7, 2002 and has been with Park Avenue Securities LLC since November 2009. John is registered to provide investment advice in 16 states. John is a Chartered Financial Consultant.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

ALEXANDRIA, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

John Robert Taylor is a financial advisor with Wells Fargo Clearing Services, LLC, registered in Virginia. John Robert Taylor has been in the financial industry since 2012. He has a Series 6, 63, and 65 license. John Robert Taylor's office is located in Alexandria, VA. He has experience working with individuals, high-net-worth individuals, corporations, trusts, and retirement plans. John Robert Taylor specializes in portfolio management, financial planning, and investment consulting.

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

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