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

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Randall Alexander Arnett is a registered representative and investment advisor representative associated with Wells Fargo Clearing Services, LLC. Randall has been in the financial services industry since June 25, 2013. Randall has passed the Series 7, Series 66 and SIE exams.

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

Valic Financial Advisors, Inc.

location

NORTH CHESTERFIELD, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Randall Long is a financial advisor with Valic Financial Advisors, Inc., based in North Chesterfield, VA. Randall has been in the industry for over 2 years and holds the Series 66, Series 7TO and SIE licenses. Randall is registered with FINRA as a registered representative and with the state of Virginia and North Carolina as an investment advisor representative. Randall specializes in helping individuals and businesses with their financial planning needs.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed
location

COLONIAL HEIGHTS, VA

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randall Mansfield Wachman is a financial advisor registered with Edward Jones, offering investment and financial planning services. Randall has been in the industry since 2007 and holds Series 66, Series 7, and SIE licenses. Randall has an active license and is registered in multiple states for both broker-dealer and investment advisor services. Randall’s office is located in Colonial Heights, Virginia and Randall focuses on serving individual, high net worth, and business clients, providing comprehensive financial solutions.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

SUFFOLK, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Randall Scott Carr is a financial advisor at Wells Fargo Clearing Services, LLC. Randall has been in the industry since 1995 and holds a Series 7, Series 30, Series 31, and Series 63 license. Randall also holds a Series 65 license and is registered with the state of Virginia. Randall is also registered with the state of Texas and has been serving clients in the Suffolk area for many years.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RICHMOND, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Randall Tootle is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Randall has been in the securities industry since December 1999. Randall is licensed in several states and holds Series 7, Series 66, and SIE licenses. Randall specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. In addition to portfolio management, Randall also provides other advisory services, such as financial planning, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Dorsey, Wright & Associates, LLC

location

RICHMOND, VA

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randall Dammers is a registered Investment Advisor Representative with Dorsey, Wright & Associates, LLC. Randall is a licensed securities professional with experience in financial markets. Randall has a background in investment advisory services, including portfolio management and investment company products. Randall specializes in providing research and chart services to a variety of clients.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
RESEARCH & CHART SERVICES
Publication of Financial Periodicals
Unclaimed

M Holdings Securities, Inc.

location

RICHMOND, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Randall F. Roy is a financial advisor with M Holdings Securities, Inc., a firm based in Portland, OR. Randall has been in the financial industry since 2006 and holds Series 6, SIE and Series 6TO licenses. Randall's current employment with M Holdings Securities, Inc. began in February 2022. Randall's previous employment was with CAPITAL BROKERAGE CORPORATION in Richmond, VA. Randall specializes in providing a range of financial services, including financial planning, portfolio management for individuals and businesses, 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
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

HARRISONBURG, VA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randall Wayne Nutter is a financial advisor with LPL Financial LLC. Randall has been in the financial services industry for over 23 years. Randall is registered in 5 states: Maryland, Pennsylvania, Virginia, Virginia (IA) and West Virginia. Randall is also registered with FINRA. In addition to working with LPL Financial LLC, Randall has previously worked with WELLS FARGO CLEARING SERVICES, LLC, EDWARD JONES, BANC OF AMERICA INVESTMENT SERVICES, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Randall's previous employers include EDWARD JONES, WELLS FARGO ADVISORS, LLC, and WELLS FARGO CLEARING SERVICES, LLC. Randall's current employer is LPL Financial.

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

First Command Advisory Services

location

NEWPORT NEWS, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Randall Reese Austill is a financial advisor with First Command Advisory Services. Randall has been in the financial industry since 2024. Randall specializes in providing financial advice and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RESTON, VA

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randen T. Brown is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in RESTON, VA. Randen has been in the industry since 2020. Randen is registered to provide investment advice in Texas and Virginia. Randen has passed the Series 7TO and SIE exams. Randen is currently pursuing the Uniform Combined State Law Examination.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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