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

Morgan Stanley | CFP ® (Certifications)

location

Richmond, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Robert Wright Brockmeier is a financial advisor with Morgan Stanley. Robert has over 20 years of experience in the financial services industry. Robert has a Series 7, Series 63, and Series 66 license, and holds the Certified Financial Planner designation. Robert is registered to provide investment advice in 35 states. Robert has been with Morgan Stanley since March 2010. Prior to joining Morgan Stanley, Robert was a financial advisor at Wachovia Securities, LLC. Robert focuses on providing investment advice to individuals, high-net-worth individuals, families, trusts, estates, pension plans, and corporations.

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

Centaurus Financial, Inc.

location

WHITE STONE, VA

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert E Walker is an investment advisor representative with Centaurus Financial, Inc. Robert has been in the industry for over 18 years. Robert holds the Series 6, 7TO, 63, and 65 licenses. Robert also holds the SIE exam. Robert has previously worked at Summit Brokerage Services, Inc. and Lincoln Financial Securities Corporation. Robert is registered in Virginia, Florida, and Massachusetts.

SPECIALIZATIONS

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

Ascent Financial Group

location

CHARLOTTESVILLE, VA

0 Disclosures

ADVISOR BIO

Robert Francis Kellis is a financial advisor at Ascent Financial Group. Robert has been in the industry since 2000 and has experience with both investment advising and brokerage services. Robert is registered with the state of Virginia and New York. Robert offers financial planning and portfolio management services for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Reston Wealth Management | CFP ®,CFC ® (Certifications)

location

RESTON, VA

disclosure

1 Disclosures

ADVISOR BIO

Robert Eugene Tucker is a financial advisor with Reston Wealth Management. Robert Tucker has been a registered financial advisor since 1987. Robert Eugene Tucker has experience in working with individuals, high-net-worth individuals, pension plans, and charitable organizations. Robert Eugene Tucker has worked for Reston Wealth Management since September 2009. Prior to that, Robert Eugene Tucker was with LPL FINANCIAL LLC. Robert Eugene Tucker is a Certified Financial Planner and a Chartered Financial Consultant. Robert Eugene Tucker offers a variety of financial services including financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

NORFOLK, VA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Robert Nottingham is a registered investment advisor with Wells Fargo Clearing Services, LLC and has over 30 years of experience in the industry. He is registered in multiple states and offers a variety of services including financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Robert began his career in the financial services industry in 1989, and has worked for several firms throughout his career, including Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Wheat, First Securities, Inc. He holds the Series 63, 65, and 7 licenses. He is a member of FINRA, the Securities Industry Essentials Examination (SIE) and is also registered in the state of Texas as an Investment Advisor Representative.

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
location

ABINGDON, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Robert Hollo is an investment advisor representative with Edward Jones. Robert is registered with the state of Virginia and has been in the industry since 2008. Robert is also licensed in several other states including California, Florida, Georgia, Illinois, Indiana, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Washington, and West Virginia. Prior to working with Edward Jones, Robert worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Johnson City, TN.

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

MIDLOTHIAN, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Robert Jenvey is a financial advisor registered with Wells Fargo Clearing Services, LLC, located in Midlothian, VA. Robert has been in the industry since 1988 and is actively licensed in Virginia. His previous employers include RBC Capital Markets, LLC, Cantor Fitzgerald & Co., and Raymond James & Associates, Inc., among others. Robert has a diverse background in the financial services industry with experience across different firms and specializing in several financial areas.

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

Alexander Randolph Advisory Inc.

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Robert Andrew Krueger is an investment advisor representative associated with Alexander Randolph Advisory Inc.. Robert Andrew Krueger is registered in Texas and Virginia and has been in the industry since October 2000. Robert Andrew Krueger has passed the Series 65 exam. Robert Andrew Krueger's firm manages assets for individuals, businesses, and charitable organizations. The firm has approximately $361 million in assets under management. Robert Andrew Krueger specializes in providing financial planning services. Robert Andrew Krueger charges fixed fees, hourly fees, and a percentage of assets.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Truist Advisory Services, Inc. | CFP ® (Certifications)

location

CHESAPEAKE, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Robert Paul Marchesano is a financial advisor with Truist Advisory Services, Inc., located in Chesapeake, VA. Robert has been working in the financial industry since 2002. Robert is registered with FINRA as a registered representative and holds the following licenses: Series 7, Series 24, Series 55, and Series 63. Robert also holds the SIE and Series 66 licenses. Robert is a Certified Financial Planner. Robert has previously worked with BB&T Securities, LLC, BB&T Investment Services, Inc., Chase Investment Services Corp., WorldCo, L.L.C., and Spear, Leeds & Kellogg, L.P.. Robert's experience includes working with individuals, high-net-worth individuals, corporations, and retirement plans.

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

Acima Private Wealth LLC | CFA ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Robert Franklin Hill is an Investment Advisor Representative associated with Acima Private Wealth LLC in Richmond, VA. Robert has been a Registered Investment Advisor (RIA) for over 20 years. Robert has passed the Uniform Investment Adviser Law Examination (Series 65) and the National Commodity Futures Examination (Series 3). Robert is a Chartered Financial Analyst (CFA). Acima Private Wealth LLC primarily provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Clients include high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

SPECIALIZATIONS

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

Need help matching

with the right advisor?