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

RICHMOND, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Vivian Junco leon is a registered investment advisor representative at LPL Financial LLC and is based in RICHMOND, VA. Vivian has 14 years of experience in the financial services industry. Vivian is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative, Investment Company Products/Variable Contracts Representative, and Securities Industry Essentials. Vivian has also passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Vivian is registered to provide investment advice in all states except for Wyoming.

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

Wellington Consulting Services Inc.

location

CHANTILLY, VA

0 Disclosures

ADVISOR BIO

Vladimir Zyuzin is a Registered Investment Advisor (RIA) with Wellington Consulting Services Inc. Vladimir is located in Chantilly, VA and is active in the state of Virginia. Vladimir specializes in Retirement Planning, Mutual Funds, Fixed Annuities, and Life Insurance. Vladimir has been in the financial industry since December of 2012 and has been with Wellington Consulting Services, Inc. since September 2017. Wellington Consulting Services Inc. also provides financial services to high net worth individuals, corporations, and other businesses in addition to offering retirement planning services.

SPECIALIZATIONS

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

Capitalwe | CFP ® (Certifications)

location

Arlington, VA

0 Disclosures

ADVISOR BIO

Vrishin Subramaniam is an Investment Advisor Representative registered with Capitalwe LLC. Vrishin is a Certified Financial Planner and has been in the financial services industry for over five years. Vrishin has a Series 65 license and is registered in California, Texas, and Virginia.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Robert W. Baird & Co. Inc.

location

Tysons, VA

0 Disclosures

ADVISOR BIO

Vy N Do is a registered representative with Robert W. Baird & Co. Inc. Vy N Do is located in Tysons, Virginia. Vy N Do has been in the industry since July 8, 2024. Vy N Do is a Series 79TO and SIE licensed representative and works with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. Vy N Do is also registered with FINRA as a Registered Representative.

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

Centaurus Financial, Inc.

location

WILLIAMSBURG, VA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

W Kent Early is a financial advisor with Centaurus Financial, Inc. and has been in the industry since 1990. W Kent Early is licensed in Florida, North Carolina, and Virginia. Centaurus Financial, Inc. is a Registered Investment Advisor (RIA) and Broker Dealer (BD) headquartered in Anaheim, California. They provide a variety of financial services, including investment management, financial planning, and educational seminars.

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
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RESTON, VA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

W. K. Nicoll is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. W. K. Nicoll has been in the financial industry since 1982. W. K. Nicoll is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Prior to working with Merrill Lynch, Pierce, Fenner & Smith Inc., W. K. Nicoll worked with Dean Witter Reynolds Inc. in Purchase, NY.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

W. Dawson Richardson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Vienna, Virginia. Willard has been a financial advisor since 1997. Willard has a wide range of experience in the financial services industry. Willard holds the Series 63, 65, 7 and SIE licenses. Willard is registered to provide financial advice in over 30 states.

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

McLean Asset Management Corp. | CFA ® (Certifications)

location

TYSONS, VA

0 Disclosures

ADVISOR BIO

Wade Donald Pfau is a Registered Investment Advisor associated with McLean Asset Management Corp. and Retirement Researcher, LLC. Wade has been in the industry since 2014. Wade Pfau holds the Chartered Financial Analyst designation. Wade Donald Pfau's firm McLean Asset Management Corp. provides financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisers, and educational seminars. Wade Donald Pfau is also associated with Retirement Researcher, LLC., which provides retirement income planning. Wade Donald Pfau has previously been associated with The American College and Instream Solutions, Inc.

SPECIALIZATIONS

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

Virginia Wealth Management Group, Inc.

location

VIRGINIA BEACH, VA

0 Disclosures

ADVISOR BIO

Wade Williard is a financial advisor with Virginia Wealth Management Group, Inc. Wade is registered in Virginia to provide investment advice. Wade has been in the industry since 2014 and holds a Series 65 license, having passed the Uniform Investment Adviser Law Examination in May 2022. In addition to being a financial advisor, Wade also works as a waiter/manager at Aldo's Ristorante, a restaurant in Virginia Beach, VA.

SPECIALIZATIONS

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

MIDLOTHIAN, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Wafa Noble is a financial advisor at Edward Jones. Wafa has been working in the financial services industry since December 2015. Wafa has a Series 66, Series 7, and SIE license. Wafa holds a Series 66 license in Virginia and a Series 66 license in Texas as a resident of Texas. Wafa also has a Series 7 license in Virginia and a Series 7 license in Texas as a resident of Texas. Wafa is registered in 16 states, including Connecticut, Florida, Georgia, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, and Virginia. Wafa also has a Series 66 license in Virginia and a Series 7 license in Texas as a resident of Texas. Wafa is a financial advisor at Edward Jones and provides financial planning, pension consulting, and selection of other advisers to individuals, businesses, and corporations.

SPECIALIZATIONS

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

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