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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
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

PFS Investments Inc.

location

ASHBURN, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Paul Babafemi Adenikinju is a financial professional with PFS Investments Inc. Paul has been in the industry since May 30, 2016. Paul holds the Series 6, Series 63 and SIE licenses. Paul is registered to offer securities in Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, Missouri, New York, North Carolina, Ohio, Tennessee, Texas and Virginia. PFS Investments Inc. is a financial firm that provides investment advice services to individuals, corporations, and charitable organizations. PFS Investments Inc. has approximately 8.5 billion dollars in assets under management.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

HERNDON, VA

experience

28 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Paul Aubin is a financial advisor with LPL Financial LLC. Paul has been in the financial services industry since 1996. Paul works with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Paul provides a variety of financial services, including financial planning, portfolio management, and investment consulting. Paul is registered to provide investment advice in 22 states. Paul has been with LPL Financial LLC since May 2022. Prior to that, Paul was with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Paul is a Series 7, 31 and 66 licensed financial advisor. Paul provides investment consulting to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

FREDERICKSBURG, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Paul Allen Scott is a financial advisor with Cetera Investment Advisers LLC. Paul has been in the industry since August 11, 1994. Paul is registered to provide investment advice in 28 states. Cetera Investment Advisers LLC is a registered investment adviser with the Securities and Exchange Commission. Cetera Investment Advisers LLC specializes in providing financial planning, pension consulting, and educational seminars for individuals, businesses, and charitable organizations.

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

24 Years Experience

0 Disclosures

ADVISOR BIO

Paul Joseph Shibley is an investment advisor representative with Truist Advisory Services, Inc. Paul Shibley has been in the industry since 2000. Paul Shibley's experience includes time at BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC. Paul Shibley is registered with FINRA and the state of Virginia. The advisor's current firm, Truist Advisory Services, Inc., has a total of 2079 investment advisor representatives, 2029 registered representatives, and 2105 investment advisory functions. Truist Advisory Services, Inc. provides financial planning services, portfolio management for businesses and individuals and other services.

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

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

Thrivent Investment Management Inc.

location

WINCHESTER, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Paul Haecker is a financial advisor registered with Thrivent Investment Management Inc. in Winchester, Virginia. Paul has been in the industry since 1991. Paul has a Series 7, Series 66, and SIE license. Paul is registered in 11 states, including Texas, Virginia, Florida, Illinois, Indiana, Maryland, Michigan, North Carolina, and West Virginia. Paul's current employment with Thrivent Investment Management Inc. began in April 2023.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

CHESAPEAKE, VA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paul Gregory is a financial advisor with over 16 years of experience in the financial services industry. Paul has a Series 7 and Series 66 license, and has previously been registered with Waddell & Reed, Lincoln Financial Securities Corporation and Ameriprise Financial Services, Inc. Paul is currently registered with LPL Financial LLC and provides a range of financial services, including investment advisory and consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Mutual OF Omaha Investor Services, Inc.

location

GLEN ALLEN, VA

0 Disclosures

ADVISOR BIO

Paul Pourreza-jourshari is an investment advisor representative at Mutual of Omaha Investor Services, Inc. based in Glen Allen, VA. Paul has been in the industry since July 2019. Paul holds a Series 65 license and a SIE license and is registered in Maryland. Paul also holds an insurance agent license. Paul's firm, Mutual of Omaha Investor Services, Inc., provides financial planning, portfolio management for individuals, and selection of other advisers.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

GLEN ALLEN, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Paul Sakellariou is a financial advisor with Ameriprise Financial Services, LLC, located in Glen Allen, VA. Paul has been in the industry since March 2004 and has extensive experience in providing financial guidance and investment management services. Paul holds the Series 6, 7, and 66 securities licenses. He is also registered in 15 states as a registered representative and investment advisor representative. His areas of expertise include asset allocation, financial planning, portfolio management for individuals and businesses, and pension consulting. Paul has worked for Ameriprise Financial Services, Inc. and IDS Life Insurance Company in the past. He is also a member of the board of directors for Sakellariou, a non-profit organization.

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

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