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

Edward Jones | CFP ® (Certifications)

location

CHESAPEAKE, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Sean Douglas Jones is a financial advisor with Edward Jones. Sean has been in the financial services industry since October 18, 2018 and is registered with the state of Virginia. Sean is also a Certified Financial Planner. Sean has over 20 years of experience in the financial services industry.

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

MCLEAN, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Sean Fitzpatrick is a financial advisor who has been in the industry since 2001. Sean is currently registered with Wells Fargo Clearing Services, LLC and is active in both Broker-Dealer and Investment Advisor capacities. He has passed the Series 7, Series 63, and Series 65 exams, and is currently registered in 35 states. Prior to joining Wells Fargo Clearing Services, LLC, Sean worked at BANC OF AMERICA INVESTMENT SERVICES, INC. Sean specializes in working with high net worth individuals, corporations, pension plans, and other businesses. Sean has a strong track record of success in providing financial advice and helping clients achieve their financial goals.

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

Spire Wealth Management, LLC | CFP ® (Certifications)

location

McLean, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Sean Rosencrance is a financial advisor with Spire Wealth Management, LLC in McLean, VA. Sean has been in the industry since 2018 and has a Series 66, Series 7, and SIE license. Sean is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in insurance, retirement and estate planning, divorce planning, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING
Unclaimed

PFS Investments Inc.

location

CHESAPEAKE, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Sean Walden is a financial professional with over 10 years of experience in the financial services industry. Sean is currently registered with PFS Investments Inc. and has a Series 6 and Series 63 license. Sean is also a holder of the SIE exam. Sean is currently registered in seven states, including Virginia, Delaware, Maryland, Pennsylvania, North Carolina, South Carolina, and Texas. Sean specializes in providing financial advice to individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Bankers Life Advisory Services, Inc.

location

CHESAPEAKE, VA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sean Irvin is a financial advisor with over 6 years of experience in the industry. Sean is currently registered with Bankers Life Advisory Services, Inc. and is licensed to provide investment advice in both Virginia and North Carolina. Sean has a strong track record of helping clients reach their financial goals. Sean is passionate about helping individuals and families plan for their financial future. Sean has a strong focus on financial planning, portfolio management, and educational seminars. Sean is committed to providing personalized advice and service to each of his clients.

SPECIALIZATIONS

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

Campbell Deegan Financial

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Sean Campbell is an Investment Advisor Representative with Campbell Deegan Financial. Sean has been in the industry since 1998 and has held previous positions at PURSHE KAPLAN STERLING INVESTMENTS and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Sean is registered with the state of Virginia and has passed the Series 66, Series 7 and SIE exams. Sean is a Managing Partner of Campbell Deegan Financial and is responsible for managing the RIA business. Campbell Deegan Financial is a Registered Investment Advisor with offices in Richmond, VA. The firm provides financial planning, portfolio management and credit and cash management solutions to individuals, families, businesses and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

WILLIAMSBURG, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Sean Francis Driscoll is a financial advisor with Raymond James Financial Services Advisors, Inc. Sean has been in the financial industry since March 9, 1999. Sean is registered with the Securities and Exchange Commission (SEC) and with the Financial Industry Regulatory Authority (FINRA).

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

Acorn Financial Advisory Services, Inc.

location

RESTON, VA

disclosure

2 Disclosures

ADVISOR BIO

Sean Tyll is a financial advisor with Acorn Financial Advisory Services, Inc. in RESTON, VA. Sean Tyll has been in the industry for over 8 years. Sean Tyll has experience providing financial advice to individuals and businesses. Sean Tyll is also registered to provide investment advice in Virginia. Prior to joining Acorn Financial Advisory Services, Inc., Sean Tyll was employed by Mutual of Omaha Investor Services, Inc., Park Avenue Securities LLC, and MML Investors Services, LLC.

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
Unclaimed

Cassaday & Company, Inc. | CFP ® (Certifications)

location

MCLEAN, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sean K. Gallahan is a financial advisor with Cassaday & Company, Inc., located in McLean, VA. Sean has been in the financial industry since 2009. Sean has earned the Certified Financial Planner designation and is also registered in 23 states. Sean specializes in providing financial planning, investment management, and insurance solutions to individuals, high-net-worth clients, and businesses. Sean is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Unclaimed
location

WINCHESTER, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Sean Dudley is a registered investment advisor representative with Edward Jones. Sean has been in the industry since 2002 and is licensed in several states. Sean focuses on providing financial planning, pension consulting and portfolio management for businesses and individuals. Sean is also a member of 5DUDS LLC and Catch & Unleash Productions, LLC.

SPECIALIZATIONS

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

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