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

Davenport & Co. LLC

location

RICHMOND, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Reyes is a financial advisor with Davenport & Co. LLC. Timothy is a registered investment advisor representative with 14 years of experience in the industry. Timothy also holds Series 7, Series 7TO, Series 66 and Series 24 licenses. Before joining Davenport & Co. LLC, Timothy worked at SCOTT & STRINGFELLOW, LLC and FIRST CLEARING, LLC.

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

Modera Wealth Management, LLC | CFP ® (Certifications)

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Timothy Koehl is an investment advisor representative associated with Modera Wealth Management, LLC. Timothy has been in the financial services industry since 1994. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional. Timothy has experience working with individual clients, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and businesses. Timothy holds Series 63, 66, and 7 licenses. Timothy has a wide range of expertise in financial planning, portfolio management, 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

Wells Fargo Clearing Services, LLC

location

VIRGINIA BEACH, VA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Callahan is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with Wells Fargo Clearing Services, LLC and is licensed in multiple states. Timothy has been with Wells Fargo Advisors LLC since 2009. Timothy has a broad range of experience in providing financial planning and investment management services to individuals, businesses, and institutions. Timothy holds the Series 7, Series 31, Series 63, and Series 65 licenses and the SIE exam. Timothy is committed to providing clients with personalized financial advice and helping them reach their financial goals.

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

MML Investors Services, LLC

location

FAIRFAX, VA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Danehower is a financial advisor with over 35 years of experience in the financial services industry. Timothy is currently registered with MML Investors Services, LLC. Timothy has a broad range of experience, including investment advisory and brokerage services.

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
location

ROCKINGHAM, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Hurst Leach is a financial advisor at Edward Jones. Timothy has been in the financial services industry since 2023. Timothy has earned the Series 7TO, Series 66 and SIE licenses and is registered with the state of Virginia. Timothy can provide financial advice and portfolio management for individuals and businesses. Timothy's specialties include Retirement Planning, College Savings, and Estate Planning. Timothy holds a Bachelor of Science in Business Administration from James Madison University.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RESTON, VA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Neary is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Timothy has been in the financial industry since 1995. He holds the Series 7, Series 63 and Series 65 licenses. He is registered to provide investment advice in 32 states. His practice focuses on providing investment advice to individuals and corporations. He provides a range of services including portfolio management, financial planning, and educational seminars. Timothy also has experience working with institutional clients such as pension plans and insurance companies.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
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

Raymond James Financial Services Advisors, Inc.

location

Forest, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Hoy is a financial advisor with over 21 years of experience in the industry. Timothy is currently registered with Raymond James Financial Services Advisors, Inc. and holds the Series 66, Series 7TO, and SIE licenses. Timothy is also a registered investment advisor in the state of Virginia. Timothy is a real estate investor and has also worked as an educator. Timothy specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, and institutions.

SPECIALIZATIONS

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

ABINGDON, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Timothy J Hollingsworth is an investment advisor representative with PFS Investments Inc. based in Mouth of Wilson, VA, and Independence, VA. Timothy has been in the industry since 2022 and holds multiple securities licenses including Series 63, 65, 6TO and SIE, as well as the Series 26 Principal exam. Timothy’s experience includes working for Primerica Financial Services and PFS Investments Inc. in various roles. Timothy is registered to provide investment advisory services in North Carolina, Tennessee and Virginia.

SPECIALIZATIONS

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

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