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

Equitable Advisors, LLC

location

FALLS CHURCH, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Justice Stanton is a financial advisor who has been working in the industry since November 2023. Justice is registered with Equitable Advisors, LLC and holds Series 65, 66 and 7TO licenses. Justice is registered in the states of California, District of Columbia, Maryland, Texas, and Virginia. Justice offers financial planning, pension consulting, and portfolio management services for businesses and individuals.

SPECIALIZATIONS

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

Tesfaye O'Neill Financial

location

Virginia Beach, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Justin Tex Roberto is a financial professional with a wide range of experience in the insurance and financial services industries. Justin has a proven track record of success in providing financial advice and guidance to individuals and families. Justin is registered with the state of Virginia as an Investment Advisor Representative and holds several industry licenses including Series 7, 66, and SIE. Justin is also a PGA professional, which gives him a unique understanding of the needs of athletes and their families. Justin is currently affiliated with Tesfaye O'Neill Financial LLC, a firm that provides a comprehensive suite of financial services. Justin is committed to providing his clients with personalized financial advice and guidance that meets their individual needs.

SPECIALIZATIONS

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

L.m. Kohn & Co.

location

HARRISONBURG, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Justin Keith Hitt is a registered investment advisor representative with L.m. Kohn & Co.. Justin has been in the industry since 2023. Justin has passed the Series 7TO, SIE and Series 66 exams. Justin is currently registered with the state of Virginia as both a broker-dealer and investment advisor. Justin's firm specializes in financial planning, portfolio management, and pension consulting. Justin has experience working with individuals, corporations, and pension and profit-sharing plans. Justin's office is located in Harrisonburg, Virginia.

SPECIALIZATIONS

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

NOKESVILLE, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Justin Shane Quillen is a registered representative with Edward Jones. Justin has been in the securities industry since May 2019 and is registered with the state of Virginia and Texas. Justin has also worked with VALIC FINANCIAL ADVISORS, INC. in the past. Justin is a Series 66, Series 7TO and SIE licensed advisor.

SPECIALIZATIONS

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

VERONA, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Justin Tyler Rexrode is a registered representative with Edward Jones. Justin has been in the securities industry since 2011. Justin holds a Series 66 license, a Series 7 license, and a SIE license. Justin is registered in 18 states, including Arkansas, California, Colorado, Delaware, Florida, Illinois, Maryland, Massachusetts, Missouri, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Justin is also registered as an investment advisor representative in Texas and Virginia. Justin is a member of the Greater Verona Business Association. Justin specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

First Citizens Investor Services, Inc.

location

Richmond, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Justin David Sellers is a financial advisor with First Citizens Investor Services, Inc. based in Richmond, VA. Justin has been in the financial services industry since 2007. Justin holds a Series 6, 63, and SIE license, and has been registered as a broker with FINRA since 2022. Justin specializes in portfolio management for individuals and businesses, as well as financial planning.

SPECIALIZATIONS

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

Davenport & Co. LLC

location

RICHMOND, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Justin Gregory Charnock is a financial advisor with Davenport & Co. LLC in RICHMOND, VA. Justin is a registered representative of the firm and a registered investment advisor. Justin specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, families, trusts, businesses, and institutions. Justin has been in the financial services industry since 2016 and has a strong track record of success. Justin is committed to providing his clients with personalized, comprehensive financial advice that is tailored to 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
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Navy Federal Investment Services, LLC

location

Vienna, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Justin Taylor is a financial advisor who has been in the industry since June 17, 2021. Justin has a Series 7TO, Series 66 and SIE licenses. Justin works with individuals, including high-net-worth clients and provides financial planning, educational seminars, and selection of other advisors. Justin is currently registered with Navy Federal Investment Services, LLC and has previous registrations with VALIC FINANCIAL ADVISORS, INC.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

SUFFOLK, VA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Justin Morris is a financial advisor with over 30 years of experience in the industry. He currently works at Raymond James Financial Services Advisors, Inc., where he provides financial advice and investment services to individuals, families, and businesses. Justin has held various positions at other reputable firms, including Raymond James & Associates, Inc., BB&T Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, DMG Securities, Inc., F.N. Wolf & Co., Inc., Sherwood Capital, Inc., and First Jersey Securities, Inc. His expertise includes a wide range of financial services, such as financial planning, portfolio management, pension consulting, and educational seminars. Justin is committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.

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

Edward Jones | CFP ® (Certifications)

location

STRASBURG, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Justin Baker is a financial advisor with Edward Jones. Justin has been in the financial services industry since July 2017. Justin is licensed to provide investment advice in 25 states and is a Certified Financial Planner. Justin specializes in providing financial planning, pension consulting and selection of other advisors.

SPECIALIZATIONS

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

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