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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

ROANOKE, VA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Jesse Bukowski is a financial advisor registered with Wells Fargo Clearing Services, LLC. Mark has been in the financial industry since 2001, and is licensed in a number of states, including Virginia, Texas, and California. Mark has several professional designations, including Certified Financial Planner. Mark's past experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., WACHOVIA SECURITIES, INC., and FIRST UNION SECURITIES, INC.. Mark has extensive experience in the financial services industry, working with individuals, businesses, and institutions.

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

Centurion Wealth Management

location

McLean, VA

0 Disclosures

ADVISOR BIO

Mark McKaig is a registered investment advisor representative (IAR) with Centurion Wealth Management, located in McLean, Virginia. Mark has been in the financial services industry since 2001, and has experience working with individuals, families, and businesses. Mark focuses on providing comprehensive financial planning, investment management, retirement planning, and insurance services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING
Unclaimed

Thrivent Investment Management Inc.

location

MIDLOTHIAN, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Mark Gottschalk is a financial advisor at Thrivent Investment Management Inc. Mark has been in the financial services industry since 2004 and is currently registered with the state of Virginia to provide investment advisory services. Mark holds the Series 66, Series 7 and SIE licenses. Mark is also registered with the states of Minnesota, North Carolina, Ohio and South Carolina.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Robert W. Baird & Co. Inc.

location

Lynchburg, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Mark Miner is a financial professional with over 14 years of experience in the financial services industry. Mark has a strong background in providing financial advice and investment management services to a wide range of clients. Mark is currently a registered representative with Robert W. Baird & Co. Inc., a leading financial services firm with a commitment to providing high-quality investment advice and solutions. Mark is also a registered investment advisor, which allows him to provide more comprehensive financial planning services. In addition to his experience, Mark holds several professional licenses and certifications, including the Series 7, 6, 63, and 65 exams, which demonstrate his knowledge and expertise in the financial services industry. Mark is committed to providing personalized financial advice and working closely with clients to 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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Mark Duskin Dalton is a financial advisor at Wells Fargo Clearing Services, LLC, a firm registered with the Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority. Mark is a registered investment advisor in Virginia and also holds a Series 7, Series 63, and Series 65 licenses. Mark has been in the securities industry since 1988 and has extensive experience working with individual clients, businesses, and institutions.

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

THE Ascent Group, LLC

location

VIRGINIA BEACH, VA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Mark Batzel is an investment advisor representative with The Ascent Group, LLC, based in Virginia Beach, Virginia. Mark has been in the financial services industry since 1989 and is registered with the state of Virginia. Mark has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Mark's specialties include financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

FALLS CHURCH, VA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Mark Dellosso is a financial advisor who has been in the industry since 1987. Mark has a wealth of experience in the financial services industry and is currently a registered representative with Equitable Advisors, LLC. Mark has worked at several firms during his career, including American Express Financial Advisors Inc. Mark holds a variety of licenses and certifications, including Series 6, 7, 22, 24, 26, 53, and 63, and is registered to provide investment advice in several states.

SPECIALIZATIONS

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

Covenant Wealth Advisors | CFP ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Mark Rudd Fonville is a financial advisor at Covenant Wealth Advisors, a firm based in Richmond, VA. Mark has been a registered representative since 2001 and holds a Series 7 and Series 66 license as well as the SIE exam. Mark is a Certified Financial Planner™ professional and focuses on financial planning, portfolio management, and pension consulting services. Mark has over 20 years of experience in the financial services industry.

SPECIALIZATIONS

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

WINCHESTER, VA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Mark Hillyard is a financial advisor at Edward Jones with over 10 years of experience in the financial services industry. Mark is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in multiple states, including Texas, Virginia, and others. Mark specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Mark is also licensed to sell insurance products.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Norfolk, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Mark Kevin King is a financial professional with over 25 years of experience in the financial services industry. Mark is currently registered with Cambridge Investment Research Advisors, Inc. in Norfolk, Virginia. Mark has held previous positions at WFG Investments, Inc., GWN Securities Inc. and VALIC Financial Advisors, Inc. Mark holds Series 6, 7, 24, 26, 63 and 65 licenses as well as the SIE exam certification. Mark provides a wide range of services to individuals, businesses, and institutions, including financial planning, 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
Market Timing Services

Need help matching

with the right advisor?