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

PFS Investments Inc.

location

SPRINGFIELD, VA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Todd Harding is a financial advisor with PFS Investments Inc. Todd has been in the industry since 2002 and holds Series 6 and 63 licenses. Todd is registered in Virginia and specializes in investments.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Opulen Financial Group, LLC | CFP ®,CFA ® (Certifications)

location

ARLINGTON, VA

disclosure

1 Disclosures

ADVISOR BIO

Tomasz Cymer is a financial advisor with Opulen Financial Group, LLC, based in Arlington, VA. Tomasz has been in the financial services industry since 2006. Tomasz is a Certified Financial Planner and Chartered Financial Analyst. Tomasz has experience working with high-net-worth individuals and other individuals. Tomasz offers a range of services including financial planning, educational seminars, and portfolio management for individuals.

SPECIALIZATIONS

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

Navy Federal Investment Services, LLC | CFP ® (Certifications)

location

Vienna, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Tomeka Brown is a financial advisor with Navy Federal Investment Services, LLC in Vienna, Virginia. Tomeka Brown is a CERTIFIED FINANCIAL PLANNER™ professional. Tomeka Brown has been in the financial services industry since 2008. Tomeka Brown has experience with a variety of financial firms including TIAA-CREF, Merrill Lynch, and Charles Schwab. Tomeka Brown is licensed to provide financial advice in Maryland and Virginia. Tomeka Brown specializes in financial planning, education seminars and selection of other advisors. Tomeka Brown also manages portfolios for individuals and businesses.

SPECIALIZATIONS

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

Navy Federal Investment Services, LLC

location

Vienna, VA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Tommy Burrell Davis is a registered investment advisor with Navy Federal Investment Services, LLC. Tommy has been in the securities industry since 2013, and is registered to provide investment advice in Delaware, District of Columbia, Maryland, Minnesota and Virginia. Tommy is affiliated with Navy Federal Investment Services, LLC in Vienna, VA. Tommy also has previous experience with Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

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

LPL Financial LLC | CFC ® (Certifications)

location

VIRGINIA BEACH, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Tommy J. Johnson is an investment advisor representative with LPL Financial LLC. Tommy has been working in the financial services industry since April 8, 2002. Tommy has a Series 7 and 66 license and also holds the SIE and Series 31 licenses. Tommy is also a Chartered Financial Consultant. Prior to joining LPL Financial LLC, Tommy was employed with CETERA ADVISOR NETWORKS LLC and VOYA FINANCIAL ADVISORS, INC..

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

Robert W. Baird & Co. Inc.

location

Lynchburg, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Tommy Marcus Collins is a financial advisor with Robert W. Baird & Co. Inc. with over 20 years of experience in the financial services industry. Tommy Collins holds the Series 66, 7, and 2 licenses and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Tommy Collins provides investment advice and financial planning services to a wide range of clients, including high net worth individuals, corporations, and charitable organizations. Previously, Tommy Collins was associated with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., SunTrust Investment Services, Inc. and Aetna Life Insurance and Annuity Company.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Tong Wu is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Tong Wu is registered with FINRA and has over 3 years of experience in the financial services industry. Tong Wu is licensed to provide investment advice in California, District of Columbia, Florida, Maryland, New Jersey, Texas, Virginia, and Washington. Tong Wu has passed the Series 66, Series 7, and Series 6TO exams. Tong Wu holds the CRPC designation.

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

Cambridge Investment Research Advisors, Inc.

location

Colonial Heights, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Toni Thore Lee-andrews is a financial advisor with over 20 years of experience in the industry. Toni has been registered with Cambridge Investment Research Advisors, Inc. since 2010. Prior to that, Toni was registered with 1ST GLOBAL CAPITAL CORP. Toni has a strong background in accounting and tax preparation, having served as President/CPA at Andrews CPA Associates PC since 2016. Toni is also a Board Member at Touchstone Bank. Toni holds the Series 66, SIE and Series 7 licenses. Toni specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals. Toni 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
Market Timing Services
Unclaimed

Raymond James & Associates, Inc.

location

Richmond, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Tonita Donaldson is a financial advisor with over 15 years of experience in the industry. Tonita is currently registered with Raymond James & Associates, Inc., and is licensed to conduct business in Colorado, North Carolina, and Virginia. Prior to joining Raymond James, Tonita was employed by WELLS FARGO CLEARING SERVICES, LLC. Tonita is a Series 7 and Series 63 licensed professional and holds the SIE designation. Tonita's specializations include a broad range of services including portfolio management, financial planning, and education seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Leesburg, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Tony Nerantzis is a financial advisor with Raymond James Financial Services Advisors, Inc. Tony has been in the industry since 1987, working with a variety of clients including individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Tony's specialization is in providing financial planning, investment management, and portfolio management services. He works with both individual and institutional clients, providing tailored financial solutions based on their individual needs.

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

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