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

Equitable Advisors, LLC

location

FALLS CHURCH, VA

experience

2 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

LPL Financial LLC | CFP ® (Certifications)

location

CHESTERFIELD, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Justin R Schrinel is an investment advisor representative with LPL Financial LLC in Chesterfield, VA. Justin has been in the securities industry since December 19, 2007. Prior to joining LPL Financial LLC, Justin was employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Justin holds the Series 66, Series 7 and SIE licenses. Justin is also a Certified Financial Planner. Justin provides financial planning, portfolio management for businesses and individuals, consulting, and other non-discretionary advisory services to 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

LPL Financial LLC

location

ROANOKE, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Justin Whorley is a financial advisor with LPL Financial LLC. Justin has been in the financial services industry since 2020 and has a Series 7, 63, 65, and SIE license. Justin is based in Roanoke, Virginia.

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

Concord Wealth Partners

location

ABINGDON, VA

0 Disclosures

ADVISOR BIO

Justin Lopez is a Registered Investment Advisor and has been active in the industry since June of 2015. Justin is affiliated with Concord Wealth Partners and has been registered with them since February 17, 2016. Justin is licensed in Virginia. Justin has passed the Uniform Investment Adviser Law Examination.

SPECIALIZATIONS

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

Mclean, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Justin Scott is a financial advisor with Morgan Stanley, registered in multiple states. Justin has been in the industry since 2021 and holds both Series 7TO and SIE licenses. Justin is a Series 66 licensed representative and has experience working with individuals, corporations, and various institutional clients. Justin provides financial planning, asset allocation advice, and portfolio management services.

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
ASSET ALLOCATION ADVICE
Unclaimed

L.m. Kohn & Co.

location

HARRISONBURG, VA

experience

2 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

SUFFOLK, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Justin Wright Sorensen is a financial advisor registered with Edward Jones. Justin has been in the financial services industry for over 14 years, starting their career in 2009. They have a Series 7, Series 66 and SIE licenses. Justin is currently registered with the state of Virginia. Justin is registered with Edward Jones and has held previous roles at Edward Jones.

SPECIALIZATIONS

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

OAKTON, VA

0 Disclosures

ADVISOR BIO

Justin Ellison is a financial advisor with Demand Wealth, based in Oakton, VA. Justin has been in the financial services industry for over 20 years. Justin specializes in portfolio management, financial planning, and investment advice. Justin has been registered with the state of Virginia since 2020 and Texas since 2021.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
VIDEO CONSULTING
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

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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