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

Davenport & Co. LLC

location

RICHMOND, VA

experience

10 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Ryan Blankenship is an investment advisor representative with Davenport & Co. LLC. Ryan Blankenship is registered with the state of Virginia and has been active in the financial industry since January 2015. Ryan Blankenship specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Guidepoint Financial Planning | CFP ®,CFA ® (Certifications)

location

GREAT FALLS, VA

0 Disclosures

ADVISOR BIO

Ryan Christopher Phillips is a Certified Financial Planner™ and Chartered Financial Analyst® registered with Guidepoint Financial Planning in Great Falls, VA. Ryan has been active in the industry since August 2012 and has worked with multiple firms in the area. Ryan focuses on financial planning and portfolio management for individuals and has a strong background in working with high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Osaic FA, Inc. | CFP ® (Certifications)

location

VIRGINIA BEACH, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Martin is a financial advisor with over 10 years of experience in the financial services industry. Ryan is a Certified Financial Planner™ professional and holds a Series 66, Series 7 and SIE licenses. Ryan is currently registered with Osaic FA, Inc. in Virginia and has previously worked with VALIC Financial Advisors, Inc. Ryan specializes in providing financial planning, portfolio management for individuals and businesses, and retirement plan consulting services. Ryan is also an agent with Shepherd Financial Group, offering fixed annuity products. Ryan is dedicated to helping clients reach their financial goals.

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 A LIMITED BASIS.
Unclaimed
location

RICHMOND, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Timothy Robertson is an active investment advisor representative with Edward Jones. Ryan is registered with the state of Virginia as an investment advisor representative. Ryan has a Series 7, Series 66, and SIE license. Ryan has worked in the financial services industry since 2012. Ryan is located at the Edward Jones office in RICHMOND, VA.

SPECIALIZATIONS

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

Cuso Financial Services, LP

location

CHESAPEAKE, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Charles Dutil is a financial advisor with Cuso Financial Services, LP. Ryan has been in the industry since 2023 and is registered in Louisiana, Texas, and Virginia. Ryan has passed the Series 63, Series 65, and Series 7 exams. Ryan's areas of expertise include financial planning, pension consulting, 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

Osaic Wealth, Inc.

location

MIDLOTHIAN, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Kaiser is a financial advisor at Osaic Wealth, Inc. Ryan holds the Series 63, SIE and Series 6TO licenses. Ryan has experience in the financial industry and is currently registered in Virginia. Ryan's specializations include investment management for individuals and businesses, financial planning and pension consulting.

SPECIALIZATIONS

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

Back BAY Advisors, LLC | CFA ® (Certifications)

location

VIRGINIA BEACH, VA

0 Disclosures

ADVISOR BIO

Ryan Rechkemmer is a Registered Investment Advisor Representative with Back Bay Advisors, LLC. Ryan is a Chartered Financial Analyst. Ryan has been in the industry since 2014. Ryan currently works with individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. Ryan manages approximately $5,448,449 in client assets. Ryan offers portfolio management for individuals. Ryan is registered with the state of Virginia and Florida. Ryan is a member of the firm's office in Virginia Beach, VA.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Paragon Financial Services | CFP ® (Certifications)

location

RICHMOND, VA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Mckinley Smith is a financial advisor in Richmond, VA, with over 20 years of experience. Ryan is registered with Paragon Financial Services and LPL Financial. Ryan specializes in providing financial planning, investment management, and advisory consulting services. Ryan is committed to providing personalized service to meet the needs of each client.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
ADVISORY CONSULTING, SUB-ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

RICHMOND, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Edward Berry is a registered representative with LPL Financial LLC. Ryan has been in the securities industry since 2020 and has experience with Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7TO), and Uniform Combined State Law Examination (Series 66) exams. Ryan is registered with the Financial Industry Regulatory Authority (FINRA), and is licensed to provide investment advice in 13 states. Ryan has previously been employed by Securian Financial Services, Inc. and Virginia Asset Management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

MIDLOTHIAN, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Neville Modi is a financial advisor at Cetera Investment Advisers LLC. Ryan has been in the financial services industry since 2014 and holds the Series 7, Series 66 and SIE licenses. Ryan is also a Certified Financial Planner. Ryan has experience in both fixed insurance and investment advisory services. Ryan is registered to provide advisory services in California, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Michigan, New Jersey, New York, North Carolina, Oklahoma, Texas, and Virginia. Ryan's firm Cetera Investment Advisers LLC provides a wide range of advisory services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

SPECIALIZATIONS

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

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