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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
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

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

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
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

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
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

VIENNA, VA

experience

31 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

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

Davenport & Co. LLC

location

ROANOKE, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Linda Cunningham is a financial advisor at Davenport & Co. LLC. Linda has been in the financial industry since 1996. Linda is licensed to sell securities in the state of Virginia. Linda previously worked at Ameriprise Financial Services, Inc. and UBS Financial Services Inc.. Linda specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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

PFS Investments Inc.

location

COLONIAL HEIGHTS, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Linda Gillikin is an investment professional with over 20 years of experience in the financial services industry. Linda is a registered representative of PFS Investments Inc. Linda is a licensed investment advisor representative in Virginia, and also has registrations as a broker in multiple states. Linda has earned the Series 6, 63, 26, and 65 securities licenses, as well as the SIE. Linda specializes in providing financial advice and portfolio management services to individuals, corporations, and charitable organizations. Linda is committed to providing her clients with personalized service and tailored financial solutions.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

RESTON, VA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Linda French is a financial advisor who has been in the industry since May 19, 2000. Linda is currently registered with LPL Financial LLC and has been with them since March 18, 2022. Linda has been registered with several other firms previously, including Navy Federal Investment Services, LLC, Girard Securities, Inc. and Ameriprise Financial Services, Inc. Linda holds Series 7, Series 63, and Series 65 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

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