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

Mason & Associates, LLC | CFP ®,PFS ® (Certifications)

location

NEWPORT NEWS, VA

0 Disclosures

ADVISOR BIO

Thomas Blackburn is an Investment Advisor Representative at Mason & Associates, LLC. Thomas Blackburn holds a Series 65 for Investment Advisor Representative, Series 7TO for General Securities Representative Examination, and Series 63 for Uniform Securities Agent State Law Examination. Thomas Blackburn has been a registered representative since 8/24/2019. Thomas Blackburn holds the Certified Financial Planner (CFP) and Personal Financial Specialist (PFS) designations. Thomas Blackburn has 8 years of experience in the financial services industry. Thomas Blackburn currently serves 4 clients, 378 in total, with a total of $318,969,574 in assets under management. Thomas Blackburn is registered with the state of Virginia and Texas. Thomas Blackburn is also a proprietor of TFB Financial LLC, a non-investment related business, devoted approximately 20 hours per month during tax season and 5 hours per month off season, preparing and filing a nominal number of tax returns for family and friends.

SPECIALIZATIONS

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

United Brokerage Services, Inc.

location

VIENNA, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Mudlaff is a financial advisor with over 28 years of experience in the financial services industry. Thomas is a registered representative with United Brokerage Services, Inc. and is licensed in 38 states. Thomas has held various positions in financial services including roles at Goldman, Sachs & Co., BACAP Distributors, LLC, Chevy Chase Financial Services, and Capital One Investment Services LLC. Thomas is experienced in investment advisory services, portfolio management for individuals and businesses, and selection of other advisers.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Mutual OF Omaha Investor Services, Inc.

location

GLEN ALLEN, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Huddleston has been in the financial services industry since 2000. Thomas is a registered representative with Mutual of Omaha Investor Services, Inc. and currently holds licenses in California, Florida, Montana, North Carolina, South Carolina, Tennessee, and Virginia. Thomas has experience with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. The types of investment services offered include financial planning, selection of other advisers, and portfolio management for individuals.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Lynchburg, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Lawton is a financial advisor with Robert W. Baird & Co. Inc. based in Lynchburg, Virginia. He has been in the industry since May 6, 2021, and holds licenses to operate in multiple states, including Florida, Virginia, and numerous others. Thomas's background includes experience in the hospitality industry and education. He is also licensed to provide investment advisory services.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Cary Street Partners

location

FREDERICKSBURG, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Herrick has been in the financial services industry since 1986 and is a Registered Representative. Thomas is currently registered with Cary Street Partners and Cary Street Partners Asset Management. Thomas is a financial professional that has been with Cary Street Partners since 2008. Thomas has a Series 63, Series 7 and SIE. Thomas has worked with various firms since 1986 in the financial services industry and has been a registered representative with the state of Virginia since 2008.

SPECIALIZATIONS

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

Cary Street Partners

location

RICHMOND, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Hogshead Tullidge is an investment advisor representative at Cary Street Partners. Thomas has been in the financial industry since 1997 and is registered with the state of Virginia. Thomas' experience includes working with insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations, individuals, and state or municipal government entities. Thomas is a member of the Board of Directors for several companies and non-profits and is active in the community.

SPECIALIZATIONS

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

LPL Financial LLC

location

CHARLOTTESVILLE, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Elliott Jackson is a registered representative with LPL Financial LLC. Thomas is currently registered with the state of Virginia. Thomas has been in the securities industry for 1 year and 3 months.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Davenport & Co. LLC

location

Kilmarnock, VA

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Thomas Yunsang Cho is a registered investment advisor representative with Davenport & Co. LLC. Thomas has been in the securities industry since 1989. Thomas is registered in multiple states and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to individuals, businesses, and investment companies. Thomas is also a member of the Finance Committee at Queens Lake Community and Treasurer for Luke Messick Futbol Charities, Inc. Thomas is a valuable member of the Davenport & Co. LLC team and is committed to helping 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
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Toth Financial Advisory Corp.

location

LEESBURG, VA

disclosure

2 Disclosures

ADVISOR BIO

Thomas Toth is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered as an Investment Advisor Representative with Toth Financial Advisory Corp. in Leesburg, Virginia. Previously, Thomas worked for several other firms, including CADARET, GRANT & CO., INC. and WASHINGTON SQUARE SECURITIES, INC. Thomas holds the Series 7, 24, 27, 63, and 65 licenses. Thomas specializes in portfolio management for individuals and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fifth Third Securities, Inc.

location

RICHMOND, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Short is a financial advisor who has been in the industry since November 14, 2000. Thomas is currently registered with Fifth Third Securities, Inc. and is licensed in all 50 states. Thomas has a long history of working in the financial services industry, having previously held positions at BB&T Securities, LLC, Scott & Stringfellow, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Securities LLC. Thomas specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SPONSOR WRAP FEE PROGRAM

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