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

Raymond James Financial Services Advisors, Inc.

location

VIRGINIA BEACH, VA

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony Braxton Jernigan is a financial advisor at Raymond James Financial Services Advisors, Inc., located in Virginia Beach, Virginia. Anthony has been in the financial services industry since January 1982. Anthony holds Series 6, 7, 24, 63 and 65 licenses. Anthony is also a registered investment advisor in Virginia and Texas. The Pinnacle Group operates under Raymond James Financial Services Advisors, Inc., and Anthony is the branch manager. Anthony provides financial planning, portfolio management, and other advisory services to a variety of clients.

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

RBC Capital Markets, LLC

location

Vienna, VA

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Anthony Connor is an active investment advisor representative with RBC Capital Markets, LLC based in Vienna, Virginia. Anthony is a registered investment advisor in 43 states and has been working in the financial industry since 1994. Anthony has held previous positions with UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Oppenheimer & Co. Inc., CIBC World Markets Corp., and Dean Witter Reynolds Inc. Anthony's specializations include portfolio management, financial planning, and employee benefit plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Vienna, VA

0 Disclosures

ADVISOR BIO

Anthony Rush is an Investment Advisor Representative with McAdam LLC. Anthony has been in the industry since December 2018 and is currently registered in Virginia. Anthony is a Series 65 license holder. Anthony also works for McAdam Institutional Brokerage, a fixed insurance sales company, and for The Office of U.S. Secretary of State. Anthony specializes in providing portfolio management services for both businesses and individuals, as well as financial planning and selection of other advisors.

SPECIALIZATIONS

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

LURAY, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Craft is a financial advisor with Edward Jones. Anthony is a registered representative of Edward Jones and has been in the industry since March 7, 2018. Anthony has a Series 66, a Series 7, and a SIE exam. Anthony is registered in 13 states for both Broker-Dealer and Investment Advisor activities, including Florida, Maine, Maryland, New York, North Carolina, Ohio, Tennessee, Texas, Virginia, Washington, and West Virginia. Anthony is also an ESL teacher and helps people learn English by chatting with them online.

SPECIALIZATIONS

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

Centaurus Financial, Inc.

location

TROUTVILLE, VA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Wayne Rogers is a financial advisor with Centaurus Financial, Inc. based in Troutville, VA. Anthony has been in the financial industry since 1986 and has a wide range of experience. Anthony has held previous roles at AXA Advisors, LLC and Nationwide Securities, LLC. Anthony's specialties include providing financial planning, portfolio management for businesses and individuals, and pension consulting.

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
Publication of Financial Periodicals
Unclaimed

Avantax Advisory Services | CFP ® (Certifications)

location

Galax, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Shinault is an investment advisor representative for Avantax Advisory Services. Anthony has been in the financial services industry since April 2019. Anthony has earned the Series 7, Series 66 and SIE licenses. Anthony is also a Certified Financial Planner. Anthony holds a state license in Texas and Virginia and is registered with FINRA. Anthony specializes in retirement planning, investment management, tax planning, estate planning and insurance planning. In addition to Anthony's role with Avantax Advisory Services, Anthony is also a tax preparer for Morgan Financial Group LLC, a research content provider for Jagerbombs Fantasy Sports and an advisor for Indexed Annuities.

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

Keel Point, LLC | CFA ® (Certifications)

location

VIENNA, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Benson is an investment advisor representative associated with Keel Point, LLC. Anthony Benson is also a Chartered Financial Analyst. Anthony Benson has been in the securities industry since March 28, 2011. Anthony Benson holds Series 7, Series 57, Series 63 and SIE licenses and is registered in the following states: District of Columbia, Florida, Missouri, New Hampshire, Texas, Virginia and Washington. Anthony Benson was previously associated with WFG INVESTMENTS, INC. in Vienna, Virginia.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING SERVICE TO THIRD-PARTY RIA
Portfolio Management for Pooled Investment Vehicles
Unclaimed

PFS Investments Inc.

location

CHESAPEAKE, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Jerod Fitzgerald is a financial professional with PFS Investments Inc. based in Chesapeake, VA. Anthony is a licensed agent in the state of Virginia and is a Series 63, Series 6TO, and SIE licensed representative. Anthony has been in the financial industry for more than 5 months. Anthony works with individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Portfolio Management for Individuals
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

Fidelity Personal AND Workplace Advisors

location

ALEXANDRIA, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Anton KanYek is a financial advisor with Fidelity Personal and Workplace Advisors. Anton has been in the industry since April 2022. Anton has a Series 66 license as well as Series 7TO, Series 9, Series 10 and SIE licenses. Anton's registration is active in 33 states. Anton also holds an Investment Advisor Representative license in Virginia and Texas. Anton's office is located in Alexandria, VA.

SPECIALIZATIONS

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

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