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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
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

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

11 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

First Command Advisory Services

location

NEWPORT NEWS, VA

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

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
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

Equity Services, Inc.

location

ROANOKE, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Randall Calloway is a financial professional who has been active in the industry since 2024. Randall is a registered representative with Equity Services, Inc. and is licensed to provide investment advice in Virginia. Randall currently works in the Lynchburg, VA office. Randall holds Series 63, Series 65, Series 7 and SIE licenses. Randall has over 10 years of experience in the financial services industry. Randall's areas of expertise include financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

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

MECHANICSVILLE, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Randall Spencer Teerlink is a financial advisor with Edward Jones. Randall has been in the industry since April 14, 2008. Randall's office is located in Mechanicsville, VA and Randall is registered with the state of Virginia and 16 other states. Randall's expertise includes financial planning, pension consulting and the selection of other advisors. Randall also provides portfolio management services for individuals and businesses.

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

M Holdings Securities, Inc.

location

RICHMOND, VA

experience

15 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

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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