Years of Experience
5-20+ Years
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
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
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
Alexandria, VA
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
NORFOLK, VA
18 Years Experience
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
RICHMOND, VA
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
Roanoke, VA
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
MCLEAN, VA
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
WYTHEVILLE, VA
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
Newport News, VA
20 Years Experience
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