ADVISOR BIO

Theodora Davis Gotard is a registered investment advisor with Wells Fargo Clearing Services, LLC. Theodora has been working in the industry since 1997. Theodora is a registered representative in 32 states. Theodora works out of the McLean, VA office of Wells Fargo Clearing Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Theodore James Brown is an investment advisor representative with Cary Street Partners and Cary Street Partners Asset Management. Theodore has been in the industry since 2002 and is registered in Virginia. He holds the Series 6, 7, 63, and 65 licenses. Theodore specializes in working with individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, insurance companies and state or municipal government entities. He is licensed to offer financial planning services, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Theodore Robert Eckert has been in the financial services industry since 1984. Theodore currently works for Wells Fargo Clearing Services, LLC. Theodore is licensed to conduct business in 28 states, and is registered with the state of Texas as an Investment Advisor Representative. Theodore has a diverse experience having previously worked for several firms including Allstate Financial Services, LLC, Investors Security Company, Inc., ING Financial Advisors, LLC, Aetna Life Insurance and Annuity Company, Travelers Equities Sales, Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Theodore holds Series 6, 7, and 66 securities licenses.

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ADVISOR BIO

Theodore G. Roberts is an Investment Advisor Representative at First Command Advisory Services. Theodore has been in the industry since 2024 and is licensed in North Carolina and Virginia. Theodore holds the Series 63, 65 and 6TO licenses, and the SIE. Theodore is also an Adjunct Instructor at Liberty University and Air University. Theodore G. Roberts provides investment advice to individuals, corporations, and charitable organizations. Theodore’s services include financial planning and portfolio management.

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ADVISOR BIO

Theodore James Doremus is an investment advisor representative at Preston Wealth Advisors, LLC. Theodore has over 20 years of experience in the financial services industry. Theodore holds Series 6, Series 63, Series 65 and SIE licenses and is registered with the state of Virginia. Theodore is also registered with the state of Texas, but the registration is "APPROVED_RES", meaning Theodore is a resident of Texas but licensed in Virginia. Theodore is also registered with the state of Florida, Louisiana, Maryland, Pennsylvania and Washington, D.C. Theodore is a registered investment advisor representative with Preston Wealth Advisors, LLC since 2012 and previously was a registered investment advisor representative with Lara, Shull & May, LTD since 2000. Theodore has been a registered investment advisor representative with Manna Capital Management since 2012.

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ADVISOR BIO

Theodore N. Barger is a financial advisor who has been in the industry since 1995. Theodore is currently registered with Truist Advisory Services, Inc., based in Charlottesville, Virginia. Previously, Theodore was affiliated with BB&T Securities, LLC, BB&T Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Pacific Select Distributors, Inc., Ohio National Equities, Inc., Capital Brokerage Corporation and Forth Financial Securities, Corporation. Theodore has a wide range of experience in the industry, including serving as a registered representative and investment advisor. Theodore holds a Series 7, Series 6, Series 63, and Series 66 licenses and is a Certified Financial Planner.

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ADVISOR BIO

Theodore Winston Price is an investment advisor representative with Davenport & Co. LLC. Theodore has been in the securities industry since 1969. Theodore is licensed in 32 states and Washington, D.C. Theodore is a Chartered Financial Analyst. Davenport & Co. LLC is a Registered Investment Advisor with offices in Richmond, VA and Vero Beach, FL. The firm provides financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting.

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ADVISOR BIO

Theodore Walkley is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Richmond, Virginia. Theodore Walkley has been in the industry since 2006 and has held previous roles with Morgan Stanley and Wellington Shields & Co., LLC. Theodore Walkley has been licensed to provide investment advice in 10 states.

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ADVISOR BIO

Theodore Doll is an investment advisor representative at Health & Wealth Works LLC. Theodore is a registered investment advisor in Virginia and has been in the industry since February 2019. Theodore has passed the Series 7TO, SIE, and the Uniform Combined State Law Examination. Theodore provides financial planning, educational seminars, portfolio management for individuals, and selection of other advisors. Theodore also has experience as an independent insurance agent.

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ADVISOR BIO

Theodore Scott Davis is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since July 29, 2002. Theodore has been registered with the state of Virginia since August 12, 2002, Theodore is licensed to conduct business in 40 states and is a registered investment advisor representative in Texas and Virginia. Theodore Scott Davis specializes in providing financial planning, asset allocation, and portfolio management services.

SPECIALIZATIONS