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

Cassaday & Company, Inc.

location

MCLEAN, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Roberts is a financial advisor with Cassaday & Company, Inc. Joshua has been in the industry since 2014, and has worked at several other firms prior to joining Cassaday & Company. Joshua holds the Series 7TO and SIE licenses, and has a Uniform Combined State Law Examination scheduled for January 2025.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Unclaimed

Wells Fargo Clearing Services, LLC

location

ABINGDON, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Bourne is a financial advisor with Wells Fargo Clearing Services, LLC. Joshua has been in the industry since 2012 and has a Series 7, Series 66, and SIE license. Joshua is registered to provide investment advice in multiple states including Colorado, Florida, Georgia, Kentucky, Louisiana, New York, North Carolina, Ohio, South Carolina, Tennessee, Virginia, Washington, and West Virginia. Joshua also provides financial planning services, pension consulting, and portfolio management for individuals and businesses. Outside of the financial services industry, Joshua owns and operates a sheep farm.

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

Selective Wealth Management, Inc.

location

FOREST, VA

0 Disclosures

ADVISOR BIO

Joshua Ryan Standeven is an Investment Advisor Representative with Selective Wealth Management, Inc. Joshua has been with the firm since January 2013 and holds the Series 65 license. Joshua is registered with the state of Virginia as an Investment Advisor Representative. Joshua Ryan Standeven is also registered with the state of Texas as an Investment Advisor Representative. The firm specializes in providing financial planning and portfolio management services to individuals and businesses. The firm also provides financial planning services to trusts, estates, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

United Capital Financial Advisors

location

WINCHESTER, VA

0 Disclosures

ADVISOR BIO

Joshua Williams is a Registered Investment Advisor representative who works with United Capital Financial Advisors. Joshua is registered with the state of Virginia. Joshua has been in the industry since 2004.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SUB-ADVISER FOR OTHER INVESTMENT ADVISERS
Publication of Financial Periodicals
Unclaimed

Equitable Advisors, LLC

location

FALLS CHURCH, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Christopher Best is a registered representative with Equitable Advisors, LLC. Joshua Christopher Best's current employment is with Equitable Advisors, LLC, with a branch office location in Manassas, VA. Joshua Christopher Best's current registrations include the Series 66, 63, and 7. Joshua Christopher Best's state registrations are active in 51 states and the District of Columbia. Joshua Christopher Best's current registrations also include the Series 6 and SIE. Joshua Christopher Best's areas of expertise include 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
Unclaimed

Cetera Investment Advisers LLC

location

GLEN ALLEN, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Fisher is a financial advisor who has been in the industry since July 24, 2007. Joshua is currently registered as a Registered Representative with Cetera Investment Advisers LLC, a firm that offers investment advisory services to individuals, businesses, and institutional clients. Joshua has a variety of licenses and registrations, including Series 6, 7, 26, 63, and 65, which allow Joshua to provide comprehensive financial advice and planning services. Joshua is experienced in working with clients to develop personalized financial plans that address their individual needs and goals.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

McLean, VA

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Joshua Hyangjea Oh is a registered representative with MML Investors Services, LLC in McLean, Virginia. Joshua has been in the securities industry since December 1998 and has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Prior to joining MML Investors Services, LLC, Joshua was associated with MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY in Falls Church, Virginia.

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

Valeo Financial Advisors, LLC | CFP ® (Certifications)

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Joshua Bowers is a Financial Advisor at Valeo Financial Advisors, LLC and has been in the industry since 2022. Joshua Bowers is registered in Virginia as an Investment Advisor Representative. Joshua Bowers holds the Certified Financial Planner designation.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

Virginia Beach, VA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Bradley Withers is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Joshua has been in the industry since August 2003, and is currently registered in Virginia and Texas. Joshua is also registered with OSAIC WEALTH, INC. and SIGNATOR INVESTORS, INC. Joshua has a wide range of experience, including working with individuals, families, businesses, and charitable organizations. Joshua is a Chartered Financial Consultant and holds Series 6, 7, 63 and 65 licenses.

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
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

LYNCHBURG, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Melvin is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Joshua has been in the industry since July 2012 and holds both Series 6 and 7 licenses. Joshua is currently registered in Texas and Virginia to offer investment advisory services. Joshua is also a member of Appomattox Soccer Association where he is the treasurer.

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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