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

LPL Financial LLC

location

CHESTER, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Rf Burke Steele is a financial advisor with over 25 years of experience in the industry. Rf is currently registered with LPL Financial LLC and has been with the firm since November 2017. Previously, Rf worked with Investment Centers of America, Inc., and Community Bankers Securities, LLC. Rf is licensed to sell securities in numerous states. Rf offers a range of financial planning and advisory services, including portfolio management for individuals and businesses, as well as financial planning. Rf is committed to providing clients with personalized financial advice and guidance to help 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

CHESTER, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

R.f.burke Steele is a financial advisor with LPL Financial LLC. R.f.burke Steele has been in the financial industry since September 4, 2014 and has a Series 66, Series 7, and SIE. R.f.burke Steele is registered in Virginia, North Carolina, Texas and several other states. R.f.burke Steele has previous experience with Investment Centers of America, Inc. and is currently working with LPL Financial LLC. R.f.burke Steele has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities and sovereign wealth funds and foreign official institutions.

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

State Farm Investment Management Corp.

location

Vienna, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Rhea Baker is an investment advisor representative with State Farm Investment Management Corp. Rhea is currently registered with the state of Virginia and holds the Series 6, 63, and 65 licenses. Rhea's primary focus is on providing portfolio management services for individuals and investment companies. Rhea's professional experience includes over 17 years in the financial services industry. Rhea's main office is located in Vienna, Virginia.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Taylor Financial Group, Inc.

location

ROANOKE, VA

0 Disclosures

ADVISOR BIO

Rhonada Katherine Weaver is an investment advisor representative with Taylor Financial Group, Inc. based in Roanoke, Virginia. Rhonada has been in the industry since 2012 and has experience with both Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James Financial Services, Inc. Rhonada is registered with the state of Virginia and holds the Series 63, Series 65, Series 7 and SIE licenses. Rhonada's specializations include financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

WOODFORD, VA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Rhonda Ann Carr is an investment advisor representative at LPL Financial LLC. Rhonda has been in the financial services industry for over 28 years. Rhonda has previously worked for Lincoln Financial Advisors Corporation and Raymond James Financial Services, Inc. Rhonda is registered with FINRA and is a licensed investment advisor in Virginia, North Carolina and Pennsylvania. Rhonda's specialties include investment management, financial planning, pension consulting and educational seminars.

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

Truist Advisory Services, Inc.

location

RICHMOND, VA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Rhonda Dickson is a financial advisor at Truist Advisory Services, Inc., located in RICHMOND, VA. Rhonda has been in the financial services industry since 1996. Rhonda has Series 7, 9, 10, 24, 63, and 65 licenses. Rhonda's experience includes working at firms like Wachovia Securities, LLC, First Union Securities, Inc., Capital Brokerage Corporation, Terra Securities Corporation, Pruco Securities Corporation, and Scott & Stringfellow, Inc. Rhonda is also a line dance instructor, and is the owner of RHONDA'S HAIR AND BEAUTY SUPPLY. Rhonda is a member of the 5 LOAVES CORP board. Truist Advisory Services, Inc. offers financial planning, portfolio management, and educational seminars.

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

Ameriprise Financial Services, LLC

location

Virginia Beach, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Rhonda Leib is a financial advisor registered with Ameriprise Financial Services, LLC. Rhonda has been in the financial industry since August 9, 2000, and has a diverse range of experience. Rhonda is licensed to provide investment advisory services in Texas, Virginia, and other states. Rhonda is also a registered representative of Ameriprise Financial Services, LLC. Rhonda offers financial planning, asset allocation services, portfolio management for businesses and individuals, pension consulting, educational seminars, and publication of periodicals.

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
Unclaimed

PFS Investments Inc.

location

SPRINGFIELD, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Ricardo Aceron Cristobal is a registered representative with PFS Investments Inc. Ricardo has been in the industry since 2001 and holds the Series 6, Series 63, and SIE licenses. Ricardo's branch office is located in Springfield, Virginia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

VIENNA, VA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Ricardo Vargas is a financial professional with over 10 years of experience in the industry. Ricardo currently works as a registered representative at PFS Investments Inc. Ricardo holds a Series 6, Series 26, Series 63 and SIE licenses. Ricardo also holds state registrations in California, District of Columbia, Florida, Hawaii, Indiana, Maine, Maryland, Massachusetts and Virginia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed
location

Williamsburg, VA

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

Richard Maurer is a financial advisor who has been in the industry since 1977. Richard currently works for Morgan Stanley and is licensed to conduct business in Virginia and Texas. Richard has a diverse background in financial services, having worked for BB&T Securities, Scott & Stringfellow, Legg Mason Wood Walker, Prudential-Bache Securities, and E. F. Hutton. Richard has a strong track record of providing financial advice to individuals, businesses, and institutions. Richard specializes in asset allocation, financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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