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

Wells Fargo Clearing Services, LLC

location

KILMARNOCK, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Megan B. George is a registered representative with Wells Fargo Clearing Services, LLC. Megan has been in the financial industry for over 10 years and holds the Series 66, Series 7TO and SIE licenses. Megan specializes in providing financial planning, portfolio management and investment consulting services to individuals and businesses. She also offers services for charitable organizations and pension consulting. Megan is based in Kilmarnock, Virginia.

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

Marotta Wealth Management, Inc. | CFP ® (Certifications)

location

CHARLOTTESVILLE, VA

0 Disclosures

ADVISOR BIO

Megan Marotta Russell is a Certified Financial Planner™ and an Investment Advisor Representative registered with Marotta Wealth Management, Inc. Megan has been working in the financial industry since June 2005. Megan focuses on the needs of high net worth individuals, charitable organizations, and pension and profit-sharing plans. Marotta Wealth Management provides a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses. The firm is located in Charlottesville, Virginia.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

VIRGINIA BEACH, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Megan Sowers is a financial advisor at Truist Advisory Services, Inc. She has been working in the financial industry since August 2016. Megan is registered with the state of Virginia. She has passed the Series 66, Series 7 and SIE exams. Prior to joining Truist Advisory Services, Inc., Megan worked at SunTrust Investment Services, Inc. Megan has a wide range of experience and is able to provide financial advice to a variety of clients, including individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Pathstone | CFP ® (Certifications)

location

ALEXANDRIA, VA

0 Disclosures

ADVISOR BIO

Megan Kelly is a financial advisor at Pathstone, a firm that offers a wide range of financial services, including financial planning, portfolio management and family office services. Megan Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Virginia. Megan has been in the financial services industry since 2014. Megan Kelly holds a Series 66, Series 7 and SIE licenses. Megan Kelly has previously worked with RBC Capital Markets, LLC, Bridgewater Wealth & Financial Management, LLC, The Colony Group, LLC, Dyson Capital Advisors, Momentum Financial Planning and Pathstone.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Brighter Financial Capital Management, LLC

location

RESTON, VA

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Megan Clark is a financial advisor with over 8 years of experience in the industry. Megan is currently registered with Brighter Financial Capital Management, LLC, a firm that provides investment advice and financial planning services to individuals, families, and businesses. Prior to joining Brighter Financial Capital Management, LLC, Megan was a registered representative at Kalos Capital, Inc., where she focused on providing investment advice to high-net-worth individuals and families. Megan is a graduate of [insert university name] and holds a Series 7, Series 63, and Series 66 license. Megan is dedicated to helping her clients achieve their financial goals.

SPECIALIZATIONS

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

Covenant Wealth Advisors | CFP ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Megan Weldon Waters is a financial advisor with Covenant Wealth Advisors, based in Richmond, VA. Megan is a Certified Financial Planner™ and has been in the industry since 2008. Megan has experience working with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Megan is also licensed in Texas and Virginia.

SPECIALIZATIONS

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

Campbell Wealth Management, Inc. | CFP ® (Certifications)

location

ALEXANDRIA, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Meghan Colleen Lusk is a registered representative with Campbell Wealth Management, Inc. Meghan has been in the financial services industry since 2011 and is currently registered with the state of Virginia. Meghan holds Series 63, 66, and 7 licenses. Meghan provides financial planning services and investment management to individuals and businesses. Meghan is also a Certified Financial Planner. Meghan has a long history in the financial services industry, having worked at ING Financial Partners, Inc., Sullivan, Bruyette, Speros & Blayney, LLC, and Madison Avenue Securities. Meghan's prior experience includes financial planning, wealth management, and investment management. Meghan has been with Campbell Wealth Management, Inc. since February 2019.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INFORMATIONAL/EDUCATIONAL/MOTIVATIONAL WORKSHOPS
Publication of Financial Periodicals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

BLACKSBURG, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Meghan Kuczmarski is a financial advisor at Edward Jones. Meghan is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the financial services industry. Meghan is a dedicated and experienced financial advisor who is committed to helping her clients achieve their financial goals. Meghan works with individuals, families, and businesses to develop personalized financial plans that meet their unique needs.

SPECIALIZATIONS

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

Davenport & Co. LLC

location

FRANKLIN, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Meghan Marie Councill is a registered investment advisor representative at Davenport & Co. LLC. Meghan is licensed in 18 states, including Virginia, where she is also registered as an investment advisor representative. Meghan 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

Cerity Partners LLC

location

NORFOLK, VA

0 Disclosures

ADVISOR BIO

Meghan Ann Cottrell is an investment advisor representative with Cerity Partners LLC. Meghan is registered with the state of Virginia and has been in the industry since 2017. Meghan holds a Series 65 license, the Uniform Investment Adviser Law Examination. Previously, Meghan worked at Palladium Registered Investment Advisors in Norfolk, VA and Abacus Accounting in Chesapeake, VA. Meghan specializes in providing financial planning, portfolio management, and pension consulting services to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?