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

LPL Financial LLC

location

SPRINGFIELD, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Englert is a financial advisor with LPL Financial LLC. Kevin has been working in the financial services industry since 2011. Kevin holds Series 66, Series 7 and SIE licenses. Kevin is registered with the following states: Arizona, California, Colorado, Delaware, Florida, Maryland, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia. Kevin is also registered with the state of Texas for investment advisor services. Kevin provides a range of services including financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Toth Financial Advisory Corp.

location

LEESBURG, VA

0 Disclosures

ADVISOR BIO

Kevin William Arbogast is an Investment Advisor Representative associated with Toth Financial Advisory Corp.. Kevin William Arbogast is registered with the state of Virginia as an Investment Advisor Representative. Kevin William Arbogast has been in the industry since June of 2010 and currently works at the LEESBURG, VA branch of the firm. Kevin William Arbogast is a Series 65 licensed advisor.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Morgan Stanley

location

Arlington, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Earle Rabb is a financial professional with over 7 years of experience in the financial services industry. Kevin is currently a registered representative with Morgan Stanley and previously worked with E*TRADE SECURITIES LLC. Kevin holds several industry licenses and certifications, including the Series 3, 4, 7, 24, and 63 licenses, as well as the SIE exam. Kevin has a strong background in providing financial planning services to individuals, businesses, and institutions. Kevin specializes in a wide range of financial services including investment advice, asset allocation, portfolio management, and retirement planning.

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

MML Investors Services, LLC

location

Glen Allen, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Choate is a financial advisor with MML Investors Services, LLC based in Glen Allen, VA. Kevin is a registered representative with FINRA and Series 6 and 63 licensed. Kevin has been in the financial services industry since December 2016. Kevin is committed to providing a comprehensive financial planning experience to clients, including asset allocation, investment management, 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Oppenheimer & Co. Inc.

location

RICHMOND, VA

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin Butcher is a licensed investment professional with over 2 years of experience in the financial industry. Kevin is currently registered with Oppenheimer & Co. Inc. and is located in Richmond, VA. Kevin specializes in working with a variety of client types including individuals, businesses, and retirement plans. Kevin holds the Series 99TO and SIE licenses.

SPECIALIZATIONS

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

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
Unclaimed

Cary Street Partners

location

RICHMOND, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Lee Mitchell is a financial advisor with over 15 years of experience in the industry. Kevin Lee Mitchell currently works at Cary Street Partners, with an office location in Richmond, VA. Kevin Lee Mitchell has earned licenses in Series 7, Series 24, Series 27, Series 66, and Series 99TO exams. Kevin Lee Mitchell holds a current active registration with FINRA and the state of Virginia. Kevin Lee Mitchell specializes in serving high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Kevin Lee Mitchell is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.

SPECIALIZATIONS

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

KO Financial | CFC ® (Certifications)

location

LEESBURG, VA

0 Disclosures

ADVISOR BIO

Kevin O'Neil is a financial advisor with over 30 years of experience in the financial services industry. Kevin is registered with the state of Virginia as an Investment Advisor Representative. Kevin works with clients to develop personalized financial plans, investment strategies, and retirement planning solutions. Kevin is also a licensed insurance agent and has a strong understanding of insurance products and strategies. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional. Kevin is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Janney Montgomery Scott LLC

location

Alexandria, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Timothy Hoonan is a registered representative of Janney Montgomery Scott LLC and has been in the industry since November 8, 2018. Kevin is registered in 30 states and the District of Columbia as a broker and investment advisor representative. Kevin specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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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