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

Davenport & Co. LLC

location

RICHMOND, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Lily Virginia Silva is a registered Investment Advisor Representative and a Securities Representative with Davenport & Co. LLC. Prior to joining Davenport & Co. LLC, Lily was a Registered Representative with LPL Financial LLC. Lily has a Series 63, Series 65, Series 7 and SIE. Lily is a graduate of Mars Hill University and has a passion for helping 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
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Iconic Wealth Management | CFP ® (Certifications)

location

Fairfax, VA

0 Disclosures

ADVISOR BIO

Lily Poy is an Investment Advisor Representative with Iconic Wealth Management, a Registered Investment Advisor located in Fairfax, VA. Lily has been in the financial services industry for over 15 years. Lily holds a Series 7 and Series 66 securities license. Lily is a CERTIFIED FINANCIAL PLANNERâ„¢. Previously, Lily was employed with AXA Advisors, LLC, Robert W. Baird & Co. Incorporated and Ferris, Baker Watts Incorporated.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Transamerica Financial Advisors, Inc.

location

VIRGINIA BEACH, VA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Liming Li is a financial advisor at Transamerica Financial Advisors, Inc. with over 20 years of experience in the financial industry. Liming Li is registered with the state of Virginia and 23 other states and specializes in investment planning. Liming Li previously worked for World Group Securities, Inc. and WMA Securities, Inc..

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

VIENNA, VA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Linda Faye Laganos is a financial advisor with Raymond James Financial Services Advisors, Inc. Linda has been in the financial services industry since 1993 and is licensed to offer securities and investment advice in multiple states. Linda is a Series 6, 7, 63 and 65 licensed professional, and also holds a Securities Industry Essentials (SIE) designation. Linda is based in Vienna, VA and specializes in serving the needs of individuals, corporations, high net worth individuals, pension plans, and insurance companies. Linda's career began at Waddell & Reed, Inc, where she provided financial advisory services for nearly 15 years before joining Raymond James in 2008.

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
location

SPRINGFIELD, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Linda Haycock is a registered representative with Edward Jones. Linda has been working in the financial industry since 2006 and is licensed in 19 states. Linda earned her Series 7TO and SIE licenses in 2023 and her Series 66 license in August 2023. Linda specializes in financial planning, pension consulting and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

GLEN ALLEN, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Linda Baskerville Poole is a registered representative with Eagle Strategies LLC, and has been in the financial services industry since 2016. Linda has a broad background in the financial services industry with experience in a variety of roles. Linda holds Series 6, 7, 63 and 66 securities licenses. Linda is registered to provide investment advice in 24 states and the District of Columbia. Linda is also a licensed insurance broker and has experience in notarizing documents. Linda is a member of Delta Sigma Theta Sorority, Incorporated, a service sorority.

SPECIALIZATIONS

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

HBW Advisory Services LLC

location

LANCASTER, VA

0 Disclosures

ADVISOR BIO

Linda Moody Muse is an investment advisor representative and a registered investment advisor. Linda is currently registered with HBW Advisory Services LLC and has been in the industry since 1994. Linda previously worked for PFS Investments Inc. Linda is a Series 6, 63, and 65 licensed individual and holds the Series 26 designation. Linda's areas of specialization include financial planning, investment management for individuals and businesses, and educational seminars. Linda has experience providing advisory services for high-net-worth individuals and corporations and small businesses.

SPECIALIZATIONS

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

Cassaday & Company, Inc.

location

MCLEAN, VA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Linda Stewart is a financial advisor with over 30 years of experience in the industry. She has a broad range of experience, holding licenses in both Broker-Dealer and Investment Advisor capacities. Linda is currently registered with Cassaday & Company, Inc. where she has been employed since 2022. Prior to this, she was employed by Financial Northeastern Securities, Inc. and OSAIC WEALTH, INC. Linda Stewart provides financial advice to individuals, businesses, and charitable organizations. Her services include financial planning, portfolio management, and insurance solutions. She holds a series of industry credentials, including Series 7, Series 24, Series 51, Series 63, Series 66, and Series 72. Linda is passionate about helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Unclaimed

LPL Financial LLC

location

ROANOKE, VA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Linda Knighton is a financial advisor registered with LPL Financial LLC. Linda has been a registered professional in the financial services industry for over 25 years. Linda is also registered to provide investment advisory services in Virginia. Prior to joining LPL Financial LLC, Linda was a registered representative with Avantax Investment Services, Inc. in Roanoke, Virginia, and Invest Financial Corporation in Roanoke, Virginia. Linda has passed the Series 63, Series 65, Series 7, and SIE exams. Linda has experience working with individuals, corporations, other investment advisors, charitable organizations, pension and profit-sharing plans, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

UBS Financial Services Inc.

location

McLean, VA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Linda Suzanne Paul is a registered representative with UBS Financial Services Inc. Linda has been working in the financial services industry since 1993. Linda has a broad range of experience providing investment advice to individual and institutional clients. Linda holds the Series 63, 65, 66 and 7 licenses as well as the SIE exam. Linda is licensed to provide investment advice in 36 states.

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?