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

Millennium Advisory Services, Inc. | CFP ® (Certifications)

location

GLEN ALLEN, VA

0 Disclosures

ADVISOR BIO

Timothy Davis Silver is a financial advisor at Millennium Advisory Services, Inc. located in Glen Allen, Virginia. Timothy has been in the industry since 2011 and is a Certified Financial Planner. Timothy is registered with the state of Virginia as an Investment Advisor Representative. Timothy specializes in providing financial planning, portfolio management for individuals, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Consolidated Planning Corp.

location

Virginia Beach, VA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Bellars is a financial advisor with over 30 years of experience. He is registered to provide investment advice and securities brokerage services in 34 states. Timothy has a strong background in the industry, having previously worked for Merrill Lynch, UBS Financial Services, and Raymond James. Timothy currently works for Consolidated Planning Corporation, an independent Registered Investment Advisor, and also owns and manages Bellars Harris Wealth Management, LLC, a support company that provides a range of financial services. Timothy is a dedicated advisor who is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Davenport & Co. LLC

location

RICHMOND, VA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Coggeshall is a financial advisor in RICHMOND, VA. Timothy has been in the industry since 1992 and is currently employed by Davenport & Co. LLC. Timothy has been registered with FINRA since 1999. Timothy is registered to provide investment advice in 34 states. Timothy has passed the Series 7, Series 63, Series 65 and SIE exams. Timothy provides financial planning, pension consulting, educational seminars and portfolio management for individuals, businesses and investment companies.

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

Davenport & Co. LLC

location

RICHMOND, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Stewart Taylor is a registered investment advisor representative with Davenport & Co. LLC in Richmond, Virginia. Timothy has been active in the financial services industry since 1986. Timothy holds the Series 63, 65, 24, 7, and SIE securities licenses. Timothy has been registered with the Securities and Exchange Commission (SEC) since 2002 and has worked with Davenport & Co. LLC since 2002. Timothy has previously worked at Scott & Stringfellow, Inc. in Richmond, Virginia. Timothy is registered as an Investment Advisor in 31 states and has a total of 31 approved state and federal registrations. Timothy has a broad range of experience, including portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Timothy's specializations include 1, 2, 3, 4, 5, 6, 7 and 10.

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

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Virginia Beach, VA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Lyle Johnson is a financial advisor with over 30 years of experience in the financial services industry. Timothy is registered with State Farm Investment Management Corp. Timothy has passed the Series 6, Series 7, and Series 63 exams and holds the Chartered Financial Consultant designation. Timothy also owns and operates Timothy Johnson's Insurance Agency, a State Farm Insurance agency.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

ST. Bernard Financial Services, Inc.

location

Virginia Beach, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Jongquist is a financial professional with over 15 years of experience in the financial services industry. Timothy is currently registered with St. Bernard Financial Services, Inc. and has also previously worked for Ameritas Investment Company, LLC, Allstate Financial Services, LLC, and NYLIFE Securities Inc. Timothy holds a Series 6 and Series 63 license, as well as the SIE. Timothy specializes in providing financial advice and portfolio management to individuals and businesses.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Mclean, VA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Keena is a financial advisor with over 30 years of experience in the industry. Timothy currently works at Morgan Stanley, and is registered as an Investment Advisor Representative in Virginia. Timothy has held previous positions with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Dean Witter Reynolds Inc. Timothy has a wide range of experience, including providing financial planning, portfolio management for individuals and businesses, asset allocation advice, and pension consulting. Timothy has also worked as a real estate developer and is a landlord. Timothy holds several industry licenses including Series 3, 7, 8, 9, 10, 63, and 65.

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

Commonwealth Financial Network | CFP ® (Certifications)

location

Reston, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Peter Shean is a financial advisor with Commonwealth Financial Network, a firm that provides financial planning, investment management, and retirement planning services. Timothy has over 19 years of experience in the financial services industry. He is a Certified Financial Planner™ and holds both Series 7 and Series 66 licenses. Timothy also holds several registrations in different states. Timothy has worked with a variety of clients, including individuals, families, businesses, and non-profit organizations. He is committed to providing his clients with personalized financial advice and strategies. He 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
Publication of Financial Periodicals
Unclaimed

Wesling Financial Planning Services Corp. | CFP ® (Certifications)

location

ALEXANDRIA, VA

0 Disclosures

ADVISOR BIO

Timothy Wesling is a financial advisor in Alexandria, VA. Timothy has been a registered investment advisor since August 2003. Timothy Robert Wesling is a registered representative of Wesling Financial Planning Services Corp., a firm headquartered in Alexandria, VA, with a branch office in Alexandria, VA. The firm has approximately 60 clients and has been in business since at least 2006. Timothy has worked as a financial advisor for over 20 years. Timothy's current employment with Wesling Financial Planning Services Corp. began in May of 2003. Timothy has been registered with the state of Virginia since August of 2006. He has also been registered with Maryland since April of 2012 and Texas since March of 2020. He is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

ROANOKE, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Timothy John Knott is a financial advisor with Wells Fargo Clearing Services, LLC. Timothy has been in the financial industry since 2007. Timothy holds the Series 6, 7, 63 and 66 licenses. Timothy's office is located at 10 S JEFFERSON ST STE 2100, ROANOKE, VA 24011. Timothy provides investment consulting services to institutional clients, financial planning and portfolio management for both individuals and businesses.

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

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