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

Raymond James & Associates, Inc.

location

Richmond, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Lee Tillett is a financial advisor at Raymond James & Associates, Inc. located in Richmond, Virginia. Ronald has been in the industry since November 15, 2001, and has a broad range of experience, having previously worked at MORGAN KEEGAN & COMPANY, INC. Ronald has a variety of licenses and registrations, including Series 7, 50, 52TO, 53, 54, 63, 79TO, 99TO, and SIE. Ronald is a municipal advisor and registered representative for the firm.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

VIRGINIA BEACH, VA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Furnish is a financial advisor at Raymond James Financial Services Advisors, Inc. Ronald has been in the financial industry for over 28 years and has a broad range of experience. Ronald is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor. Ronald has been working at Raymond James Financial Services Advisors, Inc since September 2005. Ronald has a broad range of experience in providing financial advice to 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Cornerstone Wealth Management, LLC

location

MIDLOTHIAN, VA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Linwood Bell is a registered representative with Cornerstone Wealth Management, LLC. Ronald has been in the industry since 2003 and is licensed to provide financial planning and asset management services. Ronald holds a Series 63, 66, and 7 license, as well as the SIE exam. Ronald is registered to provide services in 16 states. Ronald also has experience with LPL Financial LLC. Ronald and Cornerstone Wealth Management, LLC work with a variety of clients including individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

RICHMOND, VA

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

Ronald A. Cain is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Ronald has been in the securities industry since November 20, 1980. Ronald is a registered investment advisor representative in South Carolina, Texas and Virginia. Ronald also holds a Series 63, 65, 7, 24, 3, 4, 8 and SIE licenses. Ronald's previous employers include SCOTT & STRINGFELLOW, LLC, UBS PAINEWEBBER INC., and WHEAT, FIRST SECURITIES, INC.

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

PFS Investments Inc.

location

VIRGINIA BEACH, VA

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Richardson is a financial professional with over 37 years of experience in the industry. Ronald is currently registered with PFS Investments Inc. in Virginia Beach, VA. Ronald is also registered as an investment advisor representative in 13 states.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Truist Advisory Services, Inc.

location

HARRISONBURG, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Blake is a financial advisor with Truist Advisory Services, Inc. in Harrisonburg, VA. Ronald has been in the financial services industry since 1998 and is registered to provide investment advice in 14 states. Ronald has a broad range of experience, having worked with BB&T Securities, LLC and BB&T Investment Services, Inc. in the past. Ronald holds Series 6, 7 and 66 securities licenses. Ronald's clients include high-net-worth individuals, businesses, and individuals with significant assets.

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

Steward Partners Investment Advisory, LLC

location

Midlothian, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Ronald Bruce Webster is a financial advisor with Steward Partners Investment Advisory, LLC, located in Midlothian, VA. Ronald has been in the financial services industry since 1998. Ronald is registered with the state of Virginia and Delaware, and holds Series 66, SIE and Series 7 licenses. Ronald Webster provides financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Ronald specializes in retirement planning, college savings, investment management, and estate planning. Ronald has experience working with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Raymond James Financial Services, Inc.

SPECIALIZATIONS

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

Next Financial Group, Inc. | CFC ® (Certifications)

location

POWHATAN, VA

experience

54 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Gilbert Smith is a financial advisor with over 40 years of experience in the industry. Ronald is a registered representative with Next Financial Group, Inc. Ronald has been with the firm since July 2005. Previously, Ronald worked at Securities America, Inc., Transamerica Financial Advisors, Inc., Mutual Service Corporation, Manequity, Inc., Provident National Equities, Inc., Southwestern Management & Research Corporation, and Southwestern Life Insurance Company. Ronald is a Chartered Financial Consultant and holds Series 1, 7, 63, 65, and SIE licenses.

SPECIALIZATIONS

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

Cobblestone Asset Management

location

RICHMOND, VA

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ronald Kenneth Stack has been in the financial services industry since 1992. Ronald is currently registered with Cobblestone Asset Management as an Investment Advisor Representative and is registered with the following states: Virginia and Texas. Ronald is also a registered representative with FINRA. Ronald specializes in providing financial planning, portfolio management, and selection of other advisors. He has held previous roles at National Planning Corporation, ING Financial Partners, Inc., Benefitcorp Equities, Inc., Securities Service Network, Inc., The Great-West Life Assurance Company, Washington Square Securities, Inc., and Investors Security Company, Inc.

SPECIALIZATIONS

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

Acorn Financial Advisory Services, Inc.

location

Alexandria, VA

0 Disclosures

ADVISOR BIO

Ronald Gordon Whitley is a registered investment advisor representative with Acorn Financial Advisory Services, Inc. located in Alexandria, VA. Ronald has been in the industry for more than 25 years and holds Series 7, 63 and 66 securities licenses. Ronald is also licensed in Virginia and Texas. Ronald is a financial professional dedicated to providing comprehensive financial planning and investment management services to individuals and families. Acorn Financial Advisory Services, Inc. offers a variety of services including financial planning, portfolio management, and sub-advisory services for other registered investment advisors. Acorn Financial Advisory Services, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC) and has approximately $1 Billion to $10 Billion in assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SUBADVISORY PORTFOLIO MANAGEMENT SERVICES OTHER REGISTERED INVESTMENT ADVISERS

Need help matching

with the right advisor?