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

LPL Financial LLC

location

WAYNESBORO, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Lauren N. Mundy is a registered investment advisor representative and financial advisor in Virginia. Lauren has been working in the financial industry since 2011. Lauren is currently registered with LPL Financial LLC and has been with the firm since 2015. Lauren provides financial planning services to individuals, families, and businesses. Lauren also provides 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

Virginia Beach, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Lauren Davis is a registered representative with J.p. Morgan Securities LLC, holding Series 63, 6TO, and SIE licenses. Lauren has been in the industry since February 2023 and is currently registered in California and Virginia.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

CHARLOTTESVILLE, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Lauren Kaminski is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lauren has been in the industry since May 2018 and is registered in 28 states. Lauren holds a Series 66, Series 7TO and SIE licenses.

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

Janney Montgomery Scott LLC

location

Richmond, VA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Lauren Danielle Clark is a financial professional with over 10 years of experience in the industry. Lauren Danielle Clark currently works as a registered representative with Janney Montgomery Scott LLC in Richmond, VA. Prior to joining Janney Montgomery Scott LLC, Lauren Danielle Clark was with DAVENPORT & COMPANY LLC. Lauren Danielle Clark is licensed to provide investment advice in Texas and Virginia. Lauren Danielle Clark has successfully passed the Series 7, Series 63, Series 79, Series 24 and SIE exams.

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

location

WILLIAMSBURG, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Lauren Thorpe Hunter is a financial advisor with LPL Financial LLC. Lauren is registered with FINRA and the state of Virginia. Lauren has been in the financial services industry for 10 years. Lauren has a Series 66, Series 7TO and SIE license. Lauren's office is located in Williamsburg, Virginia. Lauren also has a background in banking, insurance and dental. Lauren is a dedicated financial advisor who is committed to providing her clients with personalized service and financial guidance.

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

THE Lewis Financial Group

location

ASHBURN, VA

0 Disclosures

ADVISOR BIO

Lauren Snyder is a financial advisor with The Lewis Financial Group in Ashburn, VA. Lauren has been in the industry since 2010 and holds the Series 7, Series 66, and SIE licenses. Lauren has previous experience with Wells Fargo Advisors Financial Network, LLC and Lincoln Financial Advisors Corporation.

SPECIALIZATIONS

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

Madison Avenue Securities, LLC

location

Roanoke, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Lauren Sells Johnson is a registered representative with Madison Avenue Securities, LLC. Lauren holds Series 63, Series 6TO and SIE licenses and is registered in Virginia. Lauren has been in the industry for a short period of time, starting in June 2023. Lauren specializes in investment and financial planning for individuals and businesses, providing a range of services.

SPECIALIZATIONS

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

Creative Planning

location

Farmville, VA

0 Disclosures

ADVISOR BIO

Lauren Andrews McCarty is an Investment Advisor Representative at Creative Planning, LLC. Lauren has over 15 years of experience in the financial services industry. Lauren holds the Series 7, Series 66, and SIE licenses. Lauren has worked for several financial institutions including Transamerica Investors Securities Corporation, Lockton Investment Securities, LLC, and American Century Investment Services Inc. Lauren specializes in financial planning, portfolio management, and retirement planning. Lauren is dedicated to providing clients with personalized financial advice to help them 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Spark Financial Advisors | CFP ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Lauren Kathleen Zangardi Haynes is a Certified Financial Plannerâ„¢ professional with over 10 years of experience in the financial services industry. Lauren joined Spark Financial Advisors in May 2018 and focuses on providing financial planning and portfolio management services to individuals and families. Lauren has been registered with the state of Virginia since June 2018 and has expanded her practice to include North Carolina, Pennsylvania and Texas. Lauren's practice is focused on helping clients achieve their financial goals through a variety of strategies including investment management, retirement planning and estate planning. Lauren is committed to providing her clients with personalized service and a comprehensive approach to their financial needs.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Lauren Dyke is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Lauren Dyke has been in the industry since May 2006. Lauren Dyke has passed the Series 7, Series 9, Series 10, Series 24, and Series 66 exams. Lauren Dyke is currently registered with FINRA and holds registrations with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Lauren Dyke was previously registered with Sanders Morris Harris LLC and Fidelity Brokerage Services LLC.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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