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

Eagle Strategies LLC

location

FAIRFAX, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Richard Seung-hoon Suh is an investment advisor representative, registered with FINRA and the state of Virginia. Richard has been in the industry since 2011 and has a Series 7 and 66 license. Richard is currently affiliated with Eagle Strategies LLC, an investment advisor firm that provides financial planning, portfolio management, and educational seminars. Richard has experience working with high-net-worth individuals, businesses, and charitable organizations. He has been active in the CBMC Y Federation, a Christian non-profit organization, since 2024.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Alexandria, VA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Richard Drummond Long is a financial advisor with Raymond James Financial Services Advisors, Inc. Richard has been working in the financial industry since 1991. Richard is licensed to offer financial services in various states including California, Colorado, Delaware, District of Columbia, Florida, Illinois, Kentucky, Maine, Maryland, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Richard has expertise in a range of financial services, including retirement planning, investment management, financial planning, pension consulting, and educational seminars. Richard is dedicated to 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

PFS Investments Inc.

location

SPRINGFIELD, VA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Richard Maslyn is a financial advisor registered with PFS Investments Inc. with over 30 years of experience. Richard is also a registered representative in Virginia and New Jersey. Richard’s areas of expertise include Investment Company Products/Variable Contracts. Richard is located in Springfield, VA at 7406 ALBAN STATION CT, STE B-203-C and has been with PFS Investments Inc. since 1992.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Hightower Advisors, LLC

location

VIENNA, VA

experience

31 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Richard William Weeks IV has been in the financial services industry since May 1994. Richard is a registered investment advisor representative with Hightower Advisors, LLC. Prior to joining Hightower, Richard was with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Richard has experience in providing investment advice and financial planning services to individuals, corporations, and institutions. Richard holds FINRA Series 7, 31, and 63 licenses, and is a registered Investment Advisor Representative in 14 states. Richard holds a Series 65 license and is a registered Investment Advisor Representative in Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Vernon Management Group, Inc.

location

RICHM0ND, VA

0 Disclosures

ADVISOR BIO

Richard Vernon is an Investment Advisor Representative associated with Vernon Management Group, Inc., a firm headquartered in Richmond, VA. Richard has been in the financial services industry since September 2020 and holds a Series 65 license. Richard has expertise in portfolio management for individuals and financial planning. He specializes in helping clients with their retirement planning and investment strategies. The firm has a team of experienced professionals who are committed to providing their clients with personalized service and guidance. The firm is licensed to operate in Virginia and has a primary branch office located at 3200 Lauderdale Road, Suite 103, Richmond, VA. In addition to his role at Vernon Management Group, Inc. Richard also owns a business called Blue Sky Life & Annuities, which provides life insurance and fixed annuities. The firm works with individual clients, including both high net worth individuals and individuals other than high net worth. They offer a variety of investment advisory services, including portfolio management, financial planning, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
SUBSCRIPTION TO PORTFOLIO MANAGEMENT AND STOCK SELECTION SERVICE
Unclaimed

Truist Advisory Services, Inc.

location

MCLEAN, VA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Richard Hayden Smith is an investment advisor representative at Truist Advisory Services, Inc. with a focus on financial planning and portfolio management. Richard has been in the industry since 1984 and holds the Series 7, 6, 10, 9, 63, and 65 licenses. Richard has worked with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations.

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

Wells Fargo Clearing Services, LLC

location

NEWPORT NEWS, VA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Richard Bagley is a financial advisor with Wells Fargo Clearing Services, LLC, with over 40 years of experience in the industry. Richard is registered with the Securities and Exchange Commission as an investment advisor representative and holds licenses in multiple states, including Virginia, Texas, and California. Richard has experience providing investment consulting services to both institutional and individual clients. He specializes in financial planning, portfolio management, and pension consulting. Richard is also a member of the City of Hampton Economic Development Authority.

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

Vernon Management Group, Inc.

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Richard Vernon is a registered investment advisor representative with Vernon Management Group, Inc. Richard has been in the industry since 1985 and has a Series 6 and a Series 63 license. Richard is registered to offer investment advisory services in Virginia. Richard works with individual investors.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
SUBSCRIPTION TO PORTFOLIO MANAGEMENT AND STOCK SELECTION SERVICE
Unclaimed
location

Leesburg, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Richard Jollon is a financial advisor at Morgan Stanley and has been in the industry since March 26, 2014. Richard is registered in 37 states and the District of Columbia, and has been with Morgan Stanley since January 2014. Richard holds the Series 7, 31 and 66 securities licenses. Richard also has a Series 31 Futures Managed Funds License. In addition to the securities license, Richard is also an Investment Adviser Representative in Texas and Virginia. Richard is a member of the Investment Committee at the Community Foundation for Loudoun and Northern Faquier Counties, which he has served on since August 2017.

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
Unclaimed

Rockefeller Financial LLC

location

Richmond, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Richard Blackwell is a financial advisor with over 19 years of experience in the industry. Richard is currently registered with Rockefeller Financial LLC and holds licenses in multiple states. In addition to Richard's registration with Rockefeller Financial LLC, Richard also has previous experience with Scott & Stringfellow, LLC, BB&T Securities, LLC, and Truist Investment Services, Inc.. Richard has extensive experience in financial planning, portfolio management, and pension consulting. Richard is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

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

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