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

RICHMOND, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Sorensen is a financial advisor at Edward Jones. Tyler has been in the financial services industry since 2012. Tyler is registered to provide investment advice and securities services in 15 states, including California, Florida, Georgia, Kentucky, Montana, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Virginia, West Virginia, and Wisconsin.

SPECIALIZATIONS

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

Hornor, Townsend & Kent, LLC

location

POQUOSON, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Aaron Cruz is a registered representative and investment advisor representative. Tyler is associated with Hornor, Townsend & Kent, LLC. Tyler is a licensed insurance broker with Vector27 Financial Group. Tyler is also an employee of Cruz Associates Inc. Tyler is a Registered Representative with FINRA. Tyler has been in the industry since 2016. Tyler has passed the Series 6, Series 7, Series 63, and Series 65 exams. Tyler holds licenses in several states including Virginia, Alaska, Georgia, Hawaii, Kentucky, North Carolina, Ohio, South Carolina, and Texas.

SPECIALIZATIONS

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

CULPEPER, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Lamont Herring is a registered representative with Edward Jones. Tyler has been in the securities industry since July 24, 2016. Tyler is registered in 15 states and holds the Series 7, SIE, and Series 66 licenses. Tyler is also registered as an Investment Advisor Representative in Virginia. In addition to Tyler's work with Edward Jones, Tyler is involved in various other business activities including a short-term rental in Wintergreen Resort and ownership of Cornerstone Realty Holdings LLC.

SPECIALIZATIONS

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

VIRGINIA BEACH, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Campbell is a financial advisor with Edward Jones, a firm that manages over $824 billion in assets. Tyler is registered with the state of Virginia and has been in the industry since 2023. Tyler is active in both the broker-dealer and investment advisor space and specializes in financial planning, pension consulting, selection of other advisors and portfolio management for individuals and businesses. Tyler works out of the Edward Jones office in Virginia Beach.

SPECIALIZATIONS

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

Pbmares Wealth Management LLC

location

WILLIAMSBURG, VA

0 Disclosures

ADVISOR BIO

Tyler Dunn is an Investment Advisor Representative at Pbmares Wealth Management LLC in Williamsburg, Virginia. Tyler has been in the industry since August 2022. Tyler Dunn is registered with the state of Virginia. Tyler Dunn also has a Series 65 license. Tyler Dunn has experience providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Tyler Dunn is also affiliated with Randolph Macon College Athletics.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Glen Allen, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tyler League is a financial advisor registered with MML Investors Services, LLC in Virginia. Tyler has been in the industry for 2 years and holds Series 66, Series 7TO, and SIE licenses. Tyler is also registered in Georgia and Maryland. In addition to working as a financial advisor, Tyler is also a Junior Associate for Clear Water Capital LLC. Tyler can provide financial advice to a variety of clients, including individuals, businesses, and retirement plans.

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

Mutual OF Omaha Investor Services, Inc. | CFC ® (Certifications)

location

GLEN ALLEN, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Wills Clay is an investment advisor representative for Mutual Of Omaha Investor Services, Inc., based in Glen Allen, VA. Tyler has been in the industry since February 2017 and has been registered with the state of Virginia since February 2018. Tyler holds the Series 6, 63, 65, and 26 licenses. Tyler specializes in financial planning, portfolio management for individuals and selection of other advisors. Tyler also works as an insurance agent, and has worked in a variety of other roles including sales, and in a family business.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Glen Allen, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Douglas White is a Registered Representative with MML Investors Services, LLC. Tyler has been in the financial services industry since January 29, 2017. Tyler is also a Registered Investment Advisor Representative and has been active in that capacity since July 14, 2020. Tyler has a Series 63 and Series 65 license and has earned the SIE and Series 6 licenses. Tyler's firm is located in Springfield, MA.

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

Davenport & Co. LLC

location

CHARLOTTESVILLE, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Lux is an investment advisor representative registered with Davenport & Co. LLC. Tyler has been in the financial services industry for 20 years. Tyler holds the Series 7TO, Series 66 and SIE licenses. Tyler's registration is active in Texas and Virginia. Tyler specializes in financial planning, pension consulting and portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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

Cetera Investment Advisers LLC

location

GLEN ALLEN, VA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Prescott Parham is an investment advisor representative at Cetera Investment Advisers LLC in Glen Allen, VA. Tyler has been in the financial services industry since 2016. Tyler holds Series 7TO, SIE and Series 6 registrations. Tyler is also registered as an Investment Advisor Representative (IAR) in Virginia. Prior to joining Cetera Investment Advisers LLC, Tyler worked for Foresters Financial Services, Inc.

SPECIALIZATIONS

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

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