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

Park Avenue Securities LLC

location

RESTON, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Shall is a registered representative with Park Avenue Securities LLC. Kenneth has over 20 years of experience in the financial services industry. Kenneth is licensed to sell securities in a number of states, including Virginia, Maryland, and the District of Columbia. Kenneth's experience includes providing financial planning and investment advice to individuals and families. Kenneth is committed to providing clients with personalized financial advice and service.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

MCLEAN, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth W. Coan is a financial advisor with Wells Fargo Clearing Services, LLC. Kenneth has over 25 years of experience in the financial industry. Kenneth is a Certified Financial Planner and holds the Series 7, 31, and 65 licenses. Kenneth has been with Wells Fargo Clearing Services, LLC since 2016 and has also worked with Wells Fargo Advisors LLC. Kenneth specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutional clients. Kenneth is registered to provide investment advisory services in Delaware, Texas, and Virginia.

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
Unclaimed

Canal Capital Management, LLC | CFP ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Kenneth Procter Lane Fishburne is a financial advisor at Canal Capital Management, LLC. Kenneth has been in the industry for over 15 years and is registered with the state of Virginia. Kenneth holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Kenneth specializes in providing financial planning, investment management, and consulting services to individuals, families, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
GENERAL BUSINESS CONSULTING & TAX SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Toth Financial Advisory Corp.

location

LEESBURG, VA

0 Disclosures

ADVISOR BIO

Kenneth Jackson Bowen is an investment advisor representative at Toth Financial Advisory Corp. with over 10 years of experience. Kenneth specializes in portfolio management for individuals and pooled investment vehicles. Kenneth is registered in Virginia. Kenneth obtained his Series 65 license in February of 2014 and is associated with Toth Financial Advisory Corp. in Leesburg, Virginia.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

SUFFOLK, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Warren Wren is an investment advisor representative with over 27 years of experience in the financial services industry. Kenneth is a registered representative of Raymond James Financial Services Advisors, Inc., a firm with over 6,400 registered representatives nationwide. Kenneth provides a wide range of financial services including investment advice, financial planning, and pension consulting. Kenneth holds Series 7, 9, 10, 63, and 65 securities licenses, as well as registrations in 49 states and the District of Columbia. Kenneth has previously been registered with Scott & Stringfellow, Inc., a firm that is no longer in operation.

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

Park Avenue Securities LLC

location

Virginia Beach, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Creasman is a financial professional with over 3 years of experience in the industry. Kenneth currently works with Park Avenue Securities LLC, a firm that provides investment advisory services to individuals, families, and institutions. Kenneth is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6TO and SIE licenses. Kenneth is also licensed to sell securities in 19 states. Prior to joining Park Avenue Securities LLC, Kenneth worked with Northwestern Mutual Investment Services, LLC. Kenneth specializes in investment advisory services, financial planning, and educational seminars.

SPECIALIZATIONS

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

Richmond, VA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kenneth Warren Jamerson is an active broker-dealer and investment advisor representative with over 30 years of experience. Kenneth Jamerson has been registered with Morgan Stanley since December 2013. Previously, Kenneth Jamerson was registered with CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Kenneth Jamerson is licensed in several states including Virginia, Texas, and California. Kenneth Jamerson also holds the Series 65, Series 63, Series 10, Series 9, Series 3, Series 7, and SIE exams. Kenneth Jamerson is a board member of the Westhampton Citizens Association. Kenneth Jamerson provides asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for businesses, individuals, and investment companies.

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

Cambridge Investment Research Advisors, Inc.

location

HENRICO, VA

experience

24 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

UBS Financial Services Inc. | CFP ® (Certifications)

location

McLean, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Antonio Rubio is a financial advisor registered with UBS Financial Services Inc. Kenneth has been working in the financial industry since October 14, 2002 and has experience providing financial advice in various areas. Kenneth Rubio is registered in 25 states, as well as the District of Columbia. Kenneth specializes in investment advisory services and has passed multiple industry exams, including the Series 66, SIE, Series 31, and Series 7 exams.

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
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

Need help matching

with the right advisor?