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

Raymond James Financial Services Advisors, Inc.

location

Chesapeake, VA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Williams is a financial advisor with over 15 years of experience in the financial services industry. Robert is currently registered with Raymond James Financial Services Advisors, Inc. in Chesapeake, Virginia. Robert has experience with a variety of investment products and services, including stocks, bonds, mutual funds, and annuities. Robert holds FINRA Series 6, 7, 63, and 66 securities licenses and is registered with the state of Virginia.

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

Wells Fargo Clearing Services, LLC

location

FAIRFAX, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Robert Maalouf kassouf is a registered representative with Wells Fargo Clearing Services, LLC, holding licenses in Virginia and Texas. Robert has been working in the financial services industry since 2014. Robert provides investment advisory services to individuals, businesses, and institutional clients. Robert specializes in financial planning, portfolio management, and selection of other advisors. Robert's primary office is in Fairfax, Virginia.

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

AE Wealth Management, LLC

location

Chesapeake, VA

0 Disclosures

ADVISOR BIO

Robert Ian Woods is an investment advisor representative at AE Wealth Management, LLC. Robert has been in the industry since February 2009 and has been registered with the state of Virginia since October 2016. Robert also holds a Series 65 license. The individual is associated with AE Wealth Management, LLC, and has a branch office in Chesapeake, Virginia.

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

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Broadway, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Robert Lafayette Teague is a financial advisor who has been working in the industry since May 25, 1998. Robert is currently registered with State Farm Investment Management Corp. as an Investment Advisor Representative and has been with the firm since August 2018. Robert is also a licensed insurance agent and owns Robert Teague's Insurance Agency. Robert is a Chartered Financial Consultant and holds the Series 6, Series 26, and Series 63 licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Capitol Securities Management, Inc.

location

CHESTERFIELD, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Robert Campbell is a registered representative of Capitol Securities Management, Inc. Robert has been in the industry since 2008. Robert has a Series 66 and Series 7 license. Robert is registered in California, District of Columbia, Florida, Maryland, Michigan, Nevada, New Jersey, North Carolina and Virginia. Robert provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Robert has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

SPECIALIZATIONS

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

Wealthspire Advisors | CFP ® (Certifications)

location

MIDLOTHIAN, VA

0 Disclosures

ADVISOR BIO

Robert Michael Moyer is a financial advisor in Midlothian, Virginia. He has been working in the industry since January 2007. He is registered with Wealthspire Advisors. His professional designations include Certified Financial Planner. Robert Michael Moyer offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for 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
Unclaimed
location

NORFOLK, VA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Robert Brett Craun is a financial advisor currently affiliated with Edward Jones. Robert has been in the financial services industry since 2002. Robert is licensed to offer securities in Arkansas, California, Colorado, Florida, Georgia, Hawaii, Maryland, Massachusetts, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and West Virginia. In addition to offering securities, Robert is also a registered investment advisor representative in Texas and Virginia.

SPECIALIZATIONS

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

Redmond Asset Management, LLC | CFA ® (Certifications)

location

HENRICO, VA

0 Disclosures

ADVISOR BIO

Robert Scott Redmond is an investment advisor representative at Redmond Asset Management, LLC. Robert is a registered Investment Advisor in Virginia and Texas. He is also a Chartered Financial Analyst. Robert has been in the investment industry for over 20 years and has a strong background in portfolio management for both individuals and businesses. Prior to joining Redmond Asset Management, LLC, Robert worked at Capital Brokerage Corporation.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
SUBSCRIPTION TO MODEL PORTFOLIO
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

CHESAPEAKE, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Robert Hamlin is a financial advisor with Osaic Wealth, Inc. Robert has been in the industry since 1999. Robert is registered with the state of Virginia. Robert is a Certified Financial Planner. Robert has worked at several firms in the past, including SagePoint Financial, Inc. and Lincoln Financial Advisors Corporation.

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

MANASSAS, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Robert Boyce is a financial advisor with over 23 years of experience in the financial services industry. Robert Boyce is currently registered with Truist Advisory Services, Inc. Robert Boyce specializes in providing financial planning, portfolio management, and wealth management services for individuals and businesses. Prior to joining Truist Advisory Services, Inc., Robert Boyce worked as a financial advisor with Crestar Securities Corporation.

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

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