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

Validea Capital Management LLC

location

Virginia Beach, VA

0 Disclosures

ADVISOR BIO

Andrew H. Cohen is an investment advisor representative associated with Validea Capital Management LLC. Andrew has been working in the financial services industry since 1991. Andrew is a registered investment advisor in Connecticut and Virginia. Andrew holds the Series 65, Series 7, Series 55, and SIE licenses. Andrew specializes in providing financial planning and portfolio management services to individuals. Currently, Andrew is also a University Distinguished Teacher, Finance Department for Old Dominion University.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Pruco Securities, LLC

location

VIENNA, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Brancaccio is a financial advisor with Pruco Securities, LLC and has been in the industry since September 6, 2010. Andrew specializes in providing financial guidance to individuals, corporations, and other businesses. Andrew works from the Vienna, VA branch office, but is also registered in 14 other states and District of Columbia for both securities and investment advisory services.

SPECIALIZATIONS

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

Olio Financial Planning | CFP ® (Certifications)

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Andrew Joseph Miller is a Certified Financial Plannerâ„¢ professional and an Investment Advisor Representative with Olio Financial Planning, LLC. Andrew has been in the financial industry since 2010. Andrew works with individuals, families, and small businesses to help them reach their financial goals. Andrew holds a Series 65 license and is registered to provide investment advisory services in North Carolina, Ohio, Texas, and Virginia. Olio Financial Planning, LLC is a fee-only financial planning firm based in McLean, Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Akre Capital Management, LLC

location

Middleburg, VA

0 Disclosures

ADVISOR BIO

Andrew Millette is an investment advisor representative with Akre Capital Management, LLC, located in Middleburg, Virginia. Andrew has been in the industry since 2015 and is registered with the state of Virginia. Andrew holds the Series 63, Series 65, Series 79, and SIE exams. Andrew focuses on providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Prior to joining Akre Capital Management, LLC, Andrew worked at Deutsche Bank Securities Inc. in New York. Andrew also has experience working at Clarion Capital Partners, LLC in New York. Andrew holds a degree from Boston College.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Raymond James & Associates, Inc.

location

VIRGINIA BEACH, VA

0 Disclosures

ADVISOR BIO

Andrew MacKay is a financial advisor at Raymond James & Associates, Inc. based in Virginia Beach, VA. Andrew has been in the financial industry since May 2024 and is registered with FINRA and the state of VA. Andrew holds the Series 7TO, SIE, and Uniform Combined State Law Examinations. Andrew specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients including individuals, corporations, pension plans, 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

LPL Financial LLC

location

HENRICO, VA

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Donnelly, is an experienced financial professional with over 30 years in the industry. He is currently registered with LPL Financial LLC as a Registered Representative, with branch office locations in Henrico, VA. Prior to joining LPL Financial LLC, Andrew has also held positions with Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wheat, First Securities, Inc. Andrew holds Series 7, Series 63, and Series 65 licenses and has passed the SIE exam. Andrew's experience and qualifications equip him to provide financial guidance and investment advice to a diverse range of clients.

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

Truist Advisory Services, Inc.

location

RICHMOND, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Ray is a financial advisor registered with Truist Advisory Services, Inc. He is a registered representative in the state of Virginia. Andrew has been in the industry since 2017 and holds the Series 7 and Series 66 licenses as well as the Securities Industry Essentials Exam. His previous employers include Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Andrew has specialized in the following areas: Individual Retirement Accounts (IRAs), 529 Plans, and Mutual Funds. Andrew also manages rental properties through Berkeley-Elbert Holdings LLC.

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

Eagle Strategies LLC

location

VIRGINIA BEACH, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Kasiski is a registered representative with Eagle Strategies LLC, a firm that provides investment advice and portfolio management services. Andrew Kasiski holds a Series 7TO and SIE license. Andrew Kasiski has been in the securities industry since 2024. Andrew Kasiski specializes in providing financial planning, pension consulting and educational seminars services. Andrew Kasiski has experience working with individuals, high-net-worth individuals, corporations and charitable organizations. Andrew Kasiski is also a member of the board of directors of Tip of the Spear Run, a non-profit organization.

SPECIALIZATIONS

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

PULASKI, VA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Dow Owens is a financial advisor with Edward Jones. Andrew has been in the financial services industry since April 18, 1983. Andrew is registered with FINRA and the state of Virginia. Andrew is also a member and Vice Chairman of the Pulaski County IDA. Andrew provides financial planning, portfolio management for individuals and businesses, and pension consulting services.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Mitchell is a financial advisor with Wells Fargo Clearing Services, LLC in Richmond, VA. Andrew has been in the financial industry for over 10 years and has a strong background in investment management and financial planning. Andrew holds the Series 6, 7, 66, and 99 licenses and is registered in Virginia, Maryland, and the District of Columbia. Andrew is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. Andrew is also a key executive at WAWA-WASI, a non-investment related company owned by Andrew's spouse.

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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