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

LPL Enterprise, LLC

location

VIENNA, VA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Howard is a financial advisor with over 27 years of experience in the financial industry. He has a wide range of experience working with various clients, including individuals, businesses, and retirement plans. Robert currently works with LPL Enterprise, LLC, a firm that specializes in financial planning, portfolio management, and consulting. His experience includes previous roles at firms like Truist Investment Services, Inc., BB&T Securities, LLC, and New England Securities. He holds various licenses and certifications including Series 7, 6, 63, 66, and 24.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

PFS Investments Inc.

location

MANASSAS, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Robert MacKritis is a financial advisor with PFS Investments Inc. Robert has been in the financial services industry since 2015 and is licensed to provide financial advice in Virginia, Maryland and the District of Columbia. Robert offers portfolio management services for individuals. Robert also holds the Series 6, Series 63, and SIE licenses.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Avantax Advisory Services

location

Galax, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Robert Morgan is a financial advisor registered with Avantax Advisory Services. Robert has been in the financial services industry since 2021 and specializes in providing financial planning, investment management, and insurance solutions. Robert is licensed to offer life and health insurance and annuities and 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
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Mitco Asset Management | CFP ® (Certifications)

location

Vienna, VA

0 Disclosures

ADVISOR BIO

Robert W. Mitchell, III is an Investment Advisor Representative at Mitco Asset Management in Vienna, Virginia. Robert has been in the industry since August 1996 and is registered with the state of Virginia. Robert is a Certified Financial Planner and has two state exam licenses: Series 63 and Series 65. He is also active in commercial real estate investment, with interests in various LLCs. Robert specializes in portfolio management for individuals and businesses. He is a member of the Financial Planning Association.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

RICHMOND, VA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Robert English Snidow is a financial advisor with Osaic Wealth, Inc. He has been in the financial services industry since February 14, 1984. Robert has experience in investment wealth management, financial planning, and group health insurance. He holds the Series 6, 7, 22, 63, and 65 licenses, and he is a Certified Financial Planner. Robert is registered with the state of Virginia and several other states, including Alabama, California, Colorado, Florida, Illinois, Iowa, Kentucky, Louisiana, Maryland, Michigan, Missouri, Montana, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, and Virginia.

SPECIALIZATIONS

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

Independent Financial Group, LLC | CFC ® (Certifications)

location

LEESBURG, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Robert Davidson is a financial advisor with over 35 years of experience in the industry. Robert is registered with Independent Financial Group, LLC in Virginia. Robert has a broad range of experience with insurance, investments and financial planning. Robert specializes in working with high net worth individuals, corporations, charitable organizations and pension and profit sharing plans. Prior to joining Independent Financial Group, LLC, Robert worked with Royal Alliance Associates, Inc. and Centaurus Financial, Inc.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

RICHMOND, VA

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Brackett Priddy is an investment advisor representative at Truist Advisory Services, Inc.. Robert has been in the industry since 1983, with experience at several other firms including BB&T SECURITIES, LLC, Scott & Stringfellow, LLC, SunTrust Investment Services, Inc., SunTrust Capital Markets, Inc., Deutsche Bank Securities Inc., and Alex. Brown & Sons Incorporated. Robert holds the Series 63, Series 65, Series 7 and SIE securities licenses.

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
location

VIRGINIA BEACH, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Robert Joseph Ianucci is a financial advisor with Osaic FS, Inc. Robert has been in the financial services industry since January 2004 and has a Series 6 and Series 63 license. Robert is registered in Virginia. Previously Robert worked for Farmers Financial Solutions, LLC and Nationwide Securities, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON LIMITED BASIS.
Unclaimed

Wells Fargo Clearing Services, LLC

location

SOUTH BOSTON, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Robert Warden is a financial professional registered with Wells Fargo Clearing Services, LLC. Robert has been active in the financial services industry since 2018. Robert offers a variety of investment services and specializes in investments, insurance, annuities, and mutual funds. Robert is registered in Virginia, Maryland, and the District of Columbia.

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

Commonwealth Financial Network

location

Draper, VA

disclosure

2 Disclosures

ADVISOR BIO

Robert Charles Piscura is an investment advisor representative at Commonwealth Financial Network. Robert has been in the industry since 1982. Robert is registered with the state of Virginia. Robert is a Series 6, 7, 22, and SIE licensed professional. Robert works at the Draper, VA branch office. Robert has previous experience with Ameriprise Financial Services, Inc., IDS Life Insurance Company, and IDS Financial Services Inc.. Robert is a president of a real estate holding company and a musician/master of ceremonies for The Groove Houndz. Robert is also president of Piscura Family Financial Advisors, LLC.

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

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