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

Valic Financial Advisors, Inc.

location

NORTH CHESTERFIELD, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Bryan is a financial advisor currently registered with Valic Financial Advisors, Inc. in Virginia. Benjamin has been in the industry since 2020, focusing on advising high-net-worth individuals and corporations. Benjamin provides various services, including financial planning, selection of other advisors, and portfolio management for individuals. Benjamin's dedication to financial planning is evident in his commitment to understanding his clients' needs and goals. Valic Financial Advisors, Inc. is committed to providing its clients with comprehensive financial solutions.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

D.a. Davidson & Co.

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Benjamin Bishop is an investment advisor representative at D.A. Davidson & Co. Benjamin has been in the industry since June 2010, providing investment advice and portfolio management for businesses, individuals, and pooled investment vehicles. Benjamin holds a Series 65 license, and has also taken the SIE Exam. In addition to working at D.A. Davidson & Co. Benjamin has also held positions with Caprin Asset Management, LLC and Davidson Investment Advisors, Inc. Benjamin is registered to provide investment advice in Texas and Virginia.

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 Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

MML Investors Services, LLC

location

Glen Allen, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Haynes is a registered representative with MML Investors Services, LLC in Glen Allen, VA. Benjamin has been in the industry since 2019. Benjamin has been registered with the state of Virginia since 2024. Previously, Benjamin worked at Truist Investment Services, Inc., and BB&T Securities, LLC. Benjamin specializes in financial planning, pension consulting, and asset allocation programs. Benjamin's current firm, MML Investors Services, LLC, provides financial planning services to individuals, businesses, and trusts.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

LYNCHBURG, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Albert Abraham is a financial advisor with Edward Jones. He has been working in the financial services industry since 2016 and is licensed to offer financial advice in 13 states. Benjamin has earned the Certified Financial Planner designation and has experience in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

LYNCHBURG, VA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Micajah Berry is an investment advisor representative with Eagle Strategies LLC in Lynchburg, Virginia. Benjamin has been in the securities industry since March 19, 2010. Benjamin holds the Series 6, 7, 63, and 66 licenses, and is also a registered Investment Advisor in Virginia. Benjamin is a registered representative with Eagle Strategies LLC. Benjamin also provides advisory services through Berry Wealth Strategies, LLC, a business that specializes in New York Life products and services. In addition to his work as an investment advisor representative, Benjamin is also a member of the YMCA Board of Directors.

SPECIALIZATIONS

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

Park Avenue Securities LLC

location

RESTON, VA

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Benjamin Josef Adams is a registered representative with Park Avenue Securities LLC. Benjamin is licensed in Arizona, Connecticut, Florida, and Virginia. Benjamin has been in the industry since January 19, 2020. Benjamin has been associated with MML Investors Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Benjamin provides financial planning, educational seminars, and portfolio management for individuals. Benjamin is also an officer of Ashburn Inline Inv Rel, a small business that provides low cost introduction to hockey through inline. Benjamin coaches adult and youth ice hockey leagues and provides hockey skills and team coaching.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

ALEXANDRIA, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Baldwin is a financial advisor at Fidelity Personal And Workplace Advisors. Benjamin has been in the industry since 2016 and has experience with Edward Jones, Ameriprise Financial Services LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Benjamin provides financial planning, portfolio management for individuals and businesses, and educational seminars. Benjamin has a Series 66, Series 7, and SIE licenses and is registered in California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maine, Maryland, Michigan, Mississippi, Nebraska, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia and West Virginia.

SPECIALIZATIONS

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

Cary Street Partners

location

Arlington, VA

0 Disclosures

ADVISOR BIO

Benjamin Joseph Peress is an investment advisor representative at Cary Street Partners. Benjamin has been in the industry since 1988 and has experience in various financial services roles. Benjamin is registered with the state of Virginia and also holds licenses to practice in North Carolina and Texas.

SPECIALIZATIONS

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

Vienna, VA

0 Disclosures

ADVISOR BIO

Benjamin Bartolome is an Investment Advisor Representative at Walkthrough, a firm based in Vienna, VA. Benjamin has been in the industry since 2016. Benjamin's firm is a registered Investment Advisor and provides financial planning and portfolio management services for individuals. Walkthrough has been in business since 2021.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

RESTON, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin MacKie is a financial advisor with Fidelity Personal AND Workplace Advisors. Benjamin is registered with the state of Texas and Virginia. Benjamin has been working in the industry since 2023.

SPECIALIZATIONS

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

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