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

J.p. Morgan Securities LLC

location

Herndon, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Bucardo is a registered representative at J.p. Morgan Securities LLC. Kevin is registered with the state regulators of District of Columbia, Maryland and Virginia and holds the Series 63, 6TO and SIE licenses. Kevin is also a specialist in various financial areas.

SPECIALIZATIONS

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

Citizens Securities, Inc. | CFP ® (Certifications)

location

Tysons, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Shaw is a financial advisor with over 19 years of experience in the industry. Kevin currently holds registrations with Citizens Securities, Inc. and previously worked at CHASE INVESTMENT SERVICES CORP. Kevin is a Certified Financial Planner™ and holds multiple licenses, including Series 6, 7, 9, 10, 63, and 66. Kevin specializes in providing financial planning services to individuals, corporations, and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PARTICIPATE IN WRAP FEE PROGRAM
Unclaimed

PFS Investments Inc.

location

RICHMOND, VA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Northam is a financial professional with over 20 years of experience in the industry. Kevin is currently registered with PFS Investments Inc. and has been with the firm since 2004. Kevin is a Series 6 and Series 63 licensed representative. Kevin is also a SIE licensed representative. Kevin has held previous registrations with PFS Investments Inc. in Georgia. Kevin is a registered investment professional in Maryland, North Carolina, Tennessee, Texas, and Virginia. Kevin specializes in providing investment advice and portfolio management services.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed
location

RICHMOND, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Clark is a financial advisor registered with Edward Jones. Kevin is licensed in Texas and Virginia and has been in the industry since December 2019. Kevin is able to provide investment advice and financial planning services to individuals and businesses.

SPECIALIZATIONS

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

Davenport & Co. LLC

location

RICHMOND, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Boll is an Investment Advisor Representative with Davenport & Co. LLC and has been in the industry since April 1998. Kevin holds the Series 66, Series 24, SIE, and Series 7 securities licenses. Kevin is registered with the state of Virginia and 25 other states.

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

MML Investors Services, LLC

location

Virginia Beach, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Brian Heninger is a registered representative with MML Investors Services, LLC in Virginia Beach, VA. Kevin has been in the industry since 2024 and has earned the Series 7TO and SIE exams. Kevin is registered with FINRA.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

HARRISONBURG, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Flint is a financial advisor with Commonwealth Financial Network. Kevin is licensed to provide investment advice in Virginia, Florida, and West Virginia. Kevin has a Series 7TO, Series 66, and SIE license. Kevin is also an adjunct instructor at James Madison University, teaching finance courses.

SPECIALIZATIONS

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

Osaic Institutions, Inc.

location

Mechanicsville, VA

experience

22 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Kevin Doyle is a financial advisor with over 18 years of experience in the industry. Kevin has a strong background in financial planning, portfolio management, and investment advisory services. Kevin has experience working with individuals, corporations, charitable organizations and high net worth individuals. Kevin is currently registered with Osaic Institutions, Inc. and is licensed in multiple states, including Virginia, Maryland, Florida, West Virginia, North Carolina, and Arizona. Kevin is committed to providing his clients with personalized financial advice and solutions that are tailored to their individual needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

LPL Financial LLC

location

WILLIAMSBURG, VA

experience

8 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Kevin P. Mallory is a financial advisor with over 6 years of experience in the industry. Kevin Mallory is currently registered with LPL Financial LLC in Williamsburg, VA. Prior to joining LPL Financial LLC, Kevin Mallory was a registered representative at MML Investors Services, LLC and Edward Jones. Kevin Mallory holds a Series 66, Series 7, and SIE licenses.

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

Northwest Financial Advisors LLC

location

HERNDON, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Duane Fisher is an investment advisor representative associated with Northwest Financial Advisors LLC. Kevin Duane Fisher's professional career began in 1998 and he has been active in the industry since 2005. Kevin Duane Fisher is licensed to provide investment advice in Virginia. Northwest Financial Advisors LLC is a registered investment advisor headquartered in Herndon, Virginia and specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars.

SPECIALIZATIONS

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

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