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

LPL Enterprise, LLC | CFP ® (Certifications)

location

WINCHESTER, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Corbin Sutton is a financial advisor at LPL Enterprise, LLC and has been in the industry since January 4, 2019. Anthony is a Certified Financial Planner and has been registered in Texas and Virginia. Anthony's previous employment includes LPL Financial LLC, Valmark Securities, Inc., and Sterling Financial Partners, Inc. Anthony's areas of specialization include financial planning, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Wells Fargo Clearing Services, LLC

location

ALEXANDRIA, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Reynard Westerfield is a financial professional with over 20 years of experience in the industry. Anthony is currently registered with Wells Fargo Clearing Services, LLC and has previously worked at several other firms, including M&T Securities, Inc., Compass Brokerage, Inc., and Capital One Investments, LLC. Anthony's primary focus is on providing investment advisory and consulting services to a variety of clients, including individuals, families, businesses, and institutions. Anthony is committed to providing personalized advice and guidance that helps clients achieve their financial goals.

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

TLG Advisors, Inc.

location

RESTON, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Steven Ivener is a financial advisor who has been in the industry since March 2002. Anthony is currently registered as an investment advisor representative with TLG Advisors, Inc. Previously, Anthony was employed by Purshe Kaplan Sterling Investments, Royal Alliance Associates, Inc., Mutual Service Corporation, Locust Street Securities, Inc. and United Securities Alliance, Inc. Anthony holds Series 6, 63, 65, 99TO and SIE securities licenses. Anthony is licensed to sell securities in Arizona, California, District of Columbia, Florida, Maryland, and Virginia. Anthony has provided financial consulting services for businesses and individuals since 2010. Anthony is also an active member of various financial planning organizations and has received numerous awards and recognitions for his work.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLACEMENT OF INSTITUTIONAL FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Edelman Financial Engines | CFP ®,CFC ® (Certifications)

location

FAIRFAX, VA

0 Disclosures

ADVISOR BIO

Anthony Nelson Badillo is a financial advisor with Edelman Financial Engines. Anthony has been working in the financial services industry for over 15 years. Anthony has experience with various financial products and services, including financial planning, portfolio management, and retirement planning. Anthony holds the Certified Financial Planner and Chartered Financial Consultant designations. Anthony has earned the Series 7, Series 63, Series 65, and Series 24 licenses.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

VIENNA, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Christopher Waddell is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. with 35 years of experience in the financial services industry. Anthony is registered with the state of Virginia, and has Series 6, 7, 22, 24, 63, and 65 licenses, as well as the SIE. He specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

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

Avantax Advisory Services

location

RADFORD, VA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Bernard Billue is a financial advisor with Avantax Advisory Services. Anthony has been in the financial services industry for over 20 years and is registered with the state of Virginia as both a Registered Representative and an Investment Advisor Representative. He is also licensed to sell insurance in several states. Anthony specializes in providing financial planning, portfolio management, and tax preparation services to individuals, families, and businesses. Anthony is committed to helping his clients achieve their financial goals through a personalized approach to wealth management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

John Hancock Investment Management LLC

location

ARLINGTON, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Joseph Albano is a financial professional with over 16 years of experience in the industry. Anthony has a strong background in financial services with previous roles at John Hancock Distributors LLC and John Hancock Investment Management Distributors LLC. He is currently registered with John Hancock Investment Management LLC in Massachusetts and Virginia. Anthony has a wide range of experience and expertise in the financial services industry.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Ameriprise Financial Services, LLC

location

RICHMOND, VA

experience

47 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony Edward Smith has been working in the financial industry since 1978 and is currently registered with Ameriprise Financial Services, LLC. Anthony has a strong background with previous experience at Wells Fargo Clearing Services, LLC and Branch, Cabell & Co., Inc. among others. He specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and trusts. Anthony's goal is to help his clients achieve their financial goals through a comprehensive approach that includes financial planning, investment 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Truist Advisory Services, Inc.

location

WILLIAMSBURG, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Antoinette Williams is an active investment advisor representative with Truist Advisory Services, Inc. Antoinette has been working in the financial services industry since 2008. Antoinette is registered with the state of Virginia and holds the Series 7, Series 66, and SIE licenses. Prior to joining Truist Advisory Services, Inc., Antoinette worked with BB&T SECURITIES, LLC, and Scott & Stringfellow, LLC.

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

Osaic Wealth, Inc.

location

VIENNA, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Anton Hammock is a financial advisor with over 20 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in Vienna, Virginia. Anton is dedicated to providing comprehensive financial planning services to individuals, families, and businesses. He specializes in portfolio management, retirement planning, and estate planning. Anton holds a Series 63, 66, and 7 licenses, as well as the SIE exam. He is also a registered investment advisor. Anton is committed to helping his clients 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

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