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

Toth Capital Management

location

ALEXANDRIA, VA

0 Disclosures

ADVISOR BIO

Thomas Toth is an Investment Advisor Representative associated with Toth Capital Management. Thomas Toth is licensed to provide investment advisory services in Virginia. Thomas Toth has been in the industry since January 2015 and has passed the Series 7TO, Series 63, Series 65, and SIE exams. Prior to working with Toth Capital Management, Thomas Toth was employed with Raymond James Financial Services, Inc.. Thomas Toth also indicated they are a licensed insurance agent, but does not engage in this activity at this time.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Accordant Advisory Group, Inc.

location

FAIRFAX, VA

0 Disclosures

ADVISOR BIO

Thomas Burdette is an investment advisor representative with Accordant Advisory Group, Inc. Thomas is a Registered Investment Advisor with the state of Virginia. Thomas has been with Accordant Advisory Group, Inc. since November 8, 2000. Thomas's primary area of expertise is providing financial planning, pension consulting, and portfolio management for individuals and businesses. Thomas also has experience with the Burdette Smith Group, which is primarily engaged in the accounting business.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

THE London Co. OF Virginia | CFA ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Thomas McKnight is a financial advisor with over 10 years of experience in the industry. Thomas currently works at The London Co. of Virginia and has previously worked at Davenport & Company LLC, Wells Fargo Advisors, LLC and Ameriprise Financial Services, Inc. Thomas is registered in Virginia and holds the Series 7 and Series 66 licenses. Thomas is a Chartered Financial Analyst. Thomas specializes in Portfolio Management for Individuals, Businesses, and Investment Companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Janney Montgomery Scott LLC

location

Alexandria, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Graham is a financial advisor registered with Janney Montgomery Scott LLC. Thomas has been working in the financial industry since 1994 and has a range of experience in helping clients with financial planning, portfolio management, and pension consulting. Thomas is licensed in several states and holds a variety of licenses and certifications including Series 3, Series 7, and Series 63. He has worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. in the past.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

NORFOLK, VA

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Dickson is a financial advisor with UBS Financial Services Inc. located in Norfolk, Virginia. Thomas has been in the financial services industry since September 25, 2006. Thomas holds the Series 66, Series 7, and SIE licenses. Thomas has a long history of working with clients, having served as a financial advisor with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 2010 to 2019. Thomas also works as a proprietor of Dickson and Searing, LLC, and is a board member of the General Douglas MacArthur Foundation.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

RICHMOND, VA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Valentine is a financial advisor currently associated with Wells Fargo Advisors Financial Network, LLC. Thomas has been in the financial services industry since 1984. Thomas is registered in California, Kentucky and Virginia to provide investment advice. Thomas is also licensed to provide securities services in Virginia. Thomas has experience at other firms including Wells Fargo Clearing Services, LLC, Scott & Stringfellow, LLC, Scott & Stringfellow, INC, Wheat, First Securities, INC, and Mabon, Nugent & Co.

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
location

Roanoke, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Dunkenberger is an investment advisor representative who has been in the industry since December 1993. He is currently registered with Morgan Stanley and has a total of 28 active state licenses. He previously held positions at Citigroup Global Markets Inc. and First Union Securities, Inc. Thomas has a wide range of experience and expertise in the financial services industry.

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
ASSET ALLOCATION ADVICE
Unclaimed

Truist Advisory Services, Inc.

location

MCLEAN, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Duval is a financial advisor with Truist Advisory Services, Inc. in McLean, VA. Thomas has been in the securities industry since December 14, 1993. He is licensed in 21 states and specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. Thomas also offers wrap fee products and financial profiling services. Thomas has a diverse employment history, having previously worked at WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WHEAT, FIRST SECURITIES, INC., and PRUDENTIAL SECURITIES INCORPORATED.

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

Planmember Securities Corp. | CFC ® (Certifications)

location

WYTHEVILLE, VA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Ely is a financial advisor with over 40 years of experience in the industry. Thomas has been registered with Planmember Securities Corp. since 2024. Prior to that, Thomas worked for several firms, including Great American Advisors, Inc., PMG Securities Corporation, Washington Square Securities, Inc., and Aragon Financial Services, Inc. Thomas is also a licensed insurance agent and holds a Chartered Financial Consultant designation.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

Newport News, VA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Carlson is a financial advisor with over 19 years of experience in the industry. Thomas has a strong background in investment advisory and securities trading. Currently, Thomas is registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. and holds licenses in several states, including Virginia, North Carolina, and Texas. Thomas offers a wide range of services to individuals and businesses, including financial planning, retirement planning, portfolio management, and investment advisory. Thomas is committed to helping his clients achieve their financial goals.

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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