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

Osaic Wealth, Inc.

location

RICHMOND, VA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Paul Kelly, a financial advisor with Osaic Wealth, Inc. is a seasoned professional in the financial services industry, with a career spanning over two decades. Paul is a registered investment advisor in both Virginia and North Carolina. Paul's commitment to his clients' financial success is evident in his experience working with a diverse clientele, including individuals, families, businesses, and charitable organizations. His extensive background includes roles with various firms such as Independent Financial Group, LLC, National Planning Corporation, and VOYA Financial Advisors, Inc.

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

RICHMOND, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Paul Nathan Deal is a financial advisor who has been in the industry since 2008. Deal is currently registered with Truist Advisory Services, Inc. in Richmond, VA. Deal has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, families, and businesses. Deal specializes in financial planning, portfolio management, and wealth management services. Deal is committed to providing personalized financial advice to help clients reach their financial goals.

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

RICHMOND, VA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Paul E. Jorgensen is a financial advisor with Osaic Wealth, Inc. Paul has over 30 years of experience in the financial services industry. Paul has a wide range of experience in financial planning, investment management, and retirement planning. Paul specializes in providing financial advice to individuals, families, businesses, and retirement plans. Paul is a Registered Representative of Securities America, Inc. and is also a Registered Investment Advisor. Paul is committed to providing his clients with personalized financial advice and helping them 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
Unclaimed

Hughes Financial Services, LLC

location

HERNDON, VA

0 Disclosures

ADVISOR BIO

Paul Hughes is an investment advisor representative with Hughes Financial Services, LLC, a registered investment advisor. Paul has been in the financial services industry for over 30 years. Paul has experience in a variety of financial services roles, including financial planning, portfolio management, and investment consulting. Paul is a highly experienced and knowledgeable advisor who can help clients develop and implement financial strategies to achieve their goals.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Private Lane Capital, LLC

location

ANNANDALE, VA

0 Disclosures

ADVISOR BIO

Paul Dibiasio is an investment advisor representative with Private Lane Capital, LLC. Paul has been in the industry since March of 1989 and has been registered with the state of Virginia since July 24, 2006. Paul has passed the Series 65 exam. In addition to Private Lane Capital, LLC, Paul is also affiliated with Di Biasio & Edgington, Inc., a company that provides portfolio analysis services to institutional investors. Paul specializes in portfolio management for individuals and has a client base that includes high-net-worth individuals, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

CHESAPEAKE, VA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Paul Tiller is a financial advisor with Edward Jones. Paul has been in the financial industry since 1982 and has extensive experience working with a range of clients, including individuals, families, businesses, and retirement plans. Paul is a Certified Financial Planner and has a variety of licenses and certifications, including the Series 6, 7, 22, 24, 31, 53, 63, and 65. Paul is committed to providing personalized financial advice and guidance to help his clients achieve their financial goals.

SPECIALIZATIONS

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

Edelman Financial Engines

location

ASHBURN, VA

disclosure

1 Disclosures

ADVISOR BIO

Paul Brick has been in the financial industry since 2000. Paul is currently registered as a Registered Investment Advisor with Edelman Financial Engines in Virginia. Paul has worked at several firms, including EF Legacy Securities, LLC, Sanders Morris Harris LLC, Geneos Wealth Management, Inc., 1st Global Capital Corp., Wachovia Securities, LLC, Waypoint Brokerage Services, and Salomon Smith Barney Inc. Paul is a Series 63, 65, 66 and 7 licensed professional. Paul's specializations include retirement planning, education planning, estate planning, business succession planning, and insurance planning. Paul has a proven track record of success in helping 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
Publication of Financial Periodicals
Unclaimed

Equitable Advisors, LLC

location

FALLS CHURCH, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Paul Kenneth Martin is an investment advisor representative at Equitable Advisors, LLC. Paul has been in the securities industry since 2014 and holds Series 7, 66 and SIE licenses. Paul is registered to provide investment advice in Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Iowa, Maryland, Michigan, Nevada, New Jersey, New Mexico, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and West Virginia. Equitable Advisors, LLC is a New York-based firm that provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

PFS Investments Inc.

location

RICHMOND, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Paul Raphael Deberry is a financial professional with experience in the industry. Paul is currently registered with PFS Investments Inc. and has been registered with this firm since September 2022. Prior to that, Paul was also registered with PFS Investments Inc. from June 2021 to January 2022. Paul has passed the Series 63, Series 6TO and SIE exams and is licensed in Virginia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Colorado Financial Service Corp.

location

LYNCHBURG, VA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Paul McDaniel is a financial professional with over 30 years of experience in the industry. Paul is currently a registered representative with Colorado Financial Service Corp., a firm that has been actively serving clients in the Lynchburg area since 2010. Prior to his role with Colorado Financial Service Corp., Paul was registered with AMERICAN CLASSIC SECURITIES, INC. Paul holds a Series 6, Series 26, and Series 63 licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

Need help matching

with the right advisor?