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

Cambridge Investment Research Advisors, Inc.

location

HENRICO, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Joseph Elkins is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. in Richmond, Virginia. Kenneth has been in the industry since August 30, 2001. Kenneth Elkins is also registered as a representative of Cambridge Investment Research, Inc. in Fairfield, Iowa. Kenneth has a broad range of experience in the financial services industry, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Kenneth has a Series 6, 7, 63, and 65 license. Kenneth has worked for several firms in the past including Sanders Morris Harris Inc., QA3 Financial Corp., and National Planning Corporation. Kenneth is a member of Cooperative Baptist Fellowship Church Benefits Board.

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

Grove Point Advisors, LLC

location

Chesapeake, VA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Speight is a financial advisor registered with Grove Point Advisors, LLC and has been in the industry since 2004. Kenneth currently serves as the President of Sterling Financial Group. Kenneth is licensed to conduct securities business in many states. Kenneth is also a licensed Investment Advisor in Texas and Virginia.

SPECIALIZATIONS

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

First Command Advisory Services

location

Chesapeake, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Roy Shook is a financial advisor at First Command Advisory Services. Kenneth has been a registered representative for over 8 years and has a broad base of experience in the financial industry, including investment advisory, securities, and insurance services. Kenneth is registered to offer investment advisory services in Texas and Virginia. Kenneth is also a licensed insurance agent in Texas. Kenneth has been with First Command since 2014 and is committed to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Henrico, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Edward Moorefield is a financial advisor with Raymond James Financial Services Advisors, Inc. Kenneth has been in the industry since 2013. He has passed the Series 7, Series 66, and SIE exams and holds a Certified Financial Planner designation. Kenneth has experience working with individuals, high net worth individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, and insurance companies.

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

KCR Wealth Management, LLC | CFP ® (Certifications)

location

RESTON, VA

0 Disclosures

ADVISOR BIO

Kenneth Corbett Robinson is an investment advisor representative at KCR Wealth Management, LLC. Kenneth has been in the industry since August 1997 and has experience in providing financial planning and portfolio management services. Kenneth is a Certified Financial Planner™ and holds the Series 7, Series 63, and Series 65 licenses. Kenneth has provided advisory services to approximately 37 clients, with a focus on high-net-worth individuals and individuals other than high-net-worth. Kenneth is a Registered Investment Advisor in the state of Virginia and Texas.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc. | CFP ®,CFC ® (Certifications)

location

RICHMOND, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Phillip Gross is an investment advisor with over 30 years of experience in the industry. Kenneth holds Series 6, 7, and 63 licenses, as well as the SIE and Series 65 exams. Kenneth is also a Certified Financial Planner and a Chartered Financial Consultant. Kenneth is currently registered with Osaic Wealth, Inc. and is also the owner of Heron Creek Advisors, a business that provides investment advisory, insurance and securities services. Previously, Kenneth was registered with Signator Investors, Inc. from 1994 to 2018. Kenneth provides a variety of services to his clients, including financial planning, portfolio management, and pension consulting. Kenneth's focus is on providing personalized service to his clients. Kenneth is committed to helping his 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
Unclaimed

Brightscape Investment Centers | CFP ® (Certifications)

location

King George, VA

0 Disclosures

ADVISOR BIO

Kenneth Turner is an Investment Advisor Representative at Brightscape Investment Centers. Kenneth has been in the industry since 2007. Kenneth holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Kenneth specializes in providing financial planning and portfolio management services to individuals and businesses. Kenneth has over 153 clients with approximately $85 million in assets under management. Kenneth is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

HAMPTON, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth McGahee is a financial advisor affiliated with Osaic Wealth, Inc. Kenneth is also an agent for Nansemond River Financial Services, where provides life insurance, annuities, and long-term care products. Kenneth has been in the financial services industry since 2022. Kenneth is registered with the state of Virginia as a securities agent and investment advisor representative. Kenneth has Series 7TO, SIE, 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
Unclaimed
location

Mclean, VA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Paul Peretin is an Investment Advisor Representative at Morgan Stanley. Kenneth has been in the financial services industry since February 1995. Kenneth is registered with the following securities authorities: Texas (Approved Resident) and Virginia (Approved). Kenneth is also registered with the following self-regulatory organizations: FINRA (Approved).

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

UBS Financial Services Inc.

location

RICHMOND, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth W. Janes is a financial advisor with over 15 years of experience in the industry. Kenneth is currently registered with UBS Financial Services Inc. in Virginia and Texas. Kenneth holds both Series 7 and Series 66 licenses and has a broad range of expertise in financial planning, investment management, and retirement planning. Kenneth is committed to providing personalized financial advice to help clients reach 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
Security Ratings
Publication of Financial Periodicals

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