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

Wallach Planning & Investments

location

NORFOLK, VA

0 Disclosures

ADVISOR BIO

Andrew Wallach is an investment advisor representative at Wallach Planning & Investments. Andrew has been in the industry since September 2003. Andrew is a registered investment advisor representative in Virginia and has a Series 7 and Series 66 license. Wallach Planning & Investments primarily provides financial planning and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $24 million in assets for 91 clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Capitol Securities Management, Inc.

location

RESTON, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Burke is a registered investment advisor representative associated with Capitol Securities Management, Inc. Andrew's firm has offices in Reston and Glen Allen, Virginia. Andrew has been in the securities industry since 2007. Andrew has passed exams Series 66, Series 24, SIE, and Series 7. Andrew is licensed to provide investment advice in 18 states.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

ARLINGTON, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Villafranca is a financial advisor registered with LPL Financial LLC. Andrew has been in the financial industry since 2015. Andrew holds a Series 66, Series 7, and SIE license and is a Certified Financial Planner. Andrew has experience with Wells Fargo Advisors Financial Network, LLC, XML Securities, and Morgan Stanley. Andrew currently has branch office locations in Arlington, VA and Bethesda, MD.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RICHMOND, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Nixon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since 2011 and has a Series 6, 7, and 66 license. Andrew specializes in providing financial advice to individuals, corporations, and pension plans. Andrew has experience with various financial services and products. He is a registered investment advisor in Texas and Virginia.

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

Raymond James Financial Services Advisors, Inc.

location

Middleburg, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Paul White is a financial advisor with Raymond James Financial Services Advisors, Inc. Andrew has over 16 years of experience in the financial industry. Andrew is registered with the state of Virginia and several other states. Andrew has also passed the Series 7, Series 63, Series 66 and SIE exams. Andrew is a Senior Financial Consultant at Atlantic Union Bank and provides financial planning, portfolio management 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Spire Wealth Management, LLC

location

McLean, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Baron is a financial advisor associated with Spire Wealth Management, LLC. Andrew's current registration is active with the state of Virginia. Andrew has been in the financial industry for over five years. Andrew is a registered representative in Virginia and holds multiple licenses and certifications. Andrew's primary focus is providing financial advice to individuals, corporations, and charitable organizations. Andrew specializes in financial planning, retirement planning, insurance, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING
Unclaimed

Truist Advisory Services, Inc.

location

RICHMOND, VA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Castellano is a financial advisor at Truist Advisory Services, Inc. Andrew has been in the financial services industry since 1997 and has a wide range of experience in the industry. Andrew specializes in providing financial advice to individuals, families, and businesses. Andrew holds several licenses and certifications, including Series 7, 63, 66, and 26. Andrew is a trusted advisor who is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

THE Lewis Financial Group

location

ASHBURN, VA

0 Disclosures

ADVISOR BIO

Andrew Lewis is a financial advisor with over 30 years of experience in the industry. Andrew John Lewis is currently registered with The Lewis Financial Group in Virginia and Texas. Andrew John Lewis has previously worked at UBS Financial Services Inc, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, DEAN WITTER REYNOLDS INC, NATIONSSECURITIES, and WHEAT, FIRST SECURITIES, INC.. Andrew Lewis is a Series 7, Series 24, Series 31, Series 63, and Series 65 licensed professional. Andrew Lewis's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Professional Financial Solutions, LLC

location

FAIRFAX, VA

0 Disclosures

ADVISOR BIO

Andrew Crowe is an Investment Advisor Representative associated with Professional Financial Solutions, LLC. Andrew has been in the securities industry since July 2016. Andrew holds a Series 65 license. Andrew is registered with the state of Maryland and Virginia. Andrew has been associated with Professional Financial Solutions, LLC since July 2016. The firm has 5 investment advisor representatives. The firm's client base consists of high-net-worth individuals, corporations or other businesses, charitable organizations, and individuals other than high-net-worth. The firm provides financial planning, portfolio management for individuals and investment advice to clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Equity Services, Inc.

location

ROANOKE, VA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Gentiluomo is an investment advisor representative, registered with Equity Services, Inc. located in Roanoke, Virginia. Andrew is a highly experienced advisor with a strong track record of providing financial advice to individuals and families. Andrew's expertise includes financial planning, portfolio management, and insurance sales. Andrew is committed to helping clients achieve their financial goals, whatever they may be.

SPECIALIZATIONS

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

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