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Search results for: Ashburn, Virginia 20146 (Based on your IP address)

You may contact any of the listed professionals to inquire about their professional services and, if applicable, their minimum asset requirements for new client acceptance. Please note, they are not a resource for free advice.

PLATINUM Financial Professional
Jason King CFP®, APMA, NASD Series 4, 6, 7, 9, 10, 31, 63, 65, & Life & Health
Managing Director
Ameriprise Financial Services, Inc.
102.2 miles
Contact Info:
Two James Center
1021 East Cary Street, Suite 1001
Richmond, VA 23219
Jason King is licensed/registered in Virginia.
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Since 07-16-2005
Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC.
PLATINUM Financial Professional
President
21st Century Securities
278.5 miles
Contact Info:
2475 Harlem Road
Cheektowaga, NY 14225
Michael Ganci is licensed/registered in Virginia.
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GOLD Financial Professional
Weatlh Manager
Allegiance Financial Group LLC
13.9 miles
Contact Info:
374 Maple Ave E Suite 204
Vienna, VA 22180
Shawn Williamson is licensed/registered in Virginia.
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Since 06-20-2005
Feel free to contact one of our managing partners, Shawn Williamson CFP®, or Assaf Pinchas, CFP®.
Securities are offered through The Strategic Financial Alliance, member FINRA/SIPC. Investment advisory services are offered through Acorn Financial Advisory Services an SEC Registered Investment Adviser. Allegiance Financial Group, SFA, and AFAS are unaffiliated.
GOLD Financial Professional
Marguerita Cheng RICP, CRPC, CFP
CEO
Blue Ocean Global Wealth
13.3 miles
Contact Info:
9841 Washingtonian Blvd #200
Gaithersburg, MD 20878
Marguerita Cheng is licensed/registered in Virginia.
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Marguerita M. Cheng is passionate about ensuring that her clients have clarity and confidence about planning for their financial future.
Securities offered through Private Client Services, LLC. Member FINRA | SIPC. Home office located at 2225 Lexington Road, Louisville, KY 40206-2818. Phone: (502) 451-0600. Advisory products and services offered through Blue Ocean Global Wealth, a Registered Investment Advisor. Private Client Services, LLC and Blue Ocean Global Wealth are not affiliated entities.
GOLD Financial Professional
Tax Manager
Hertzbach & Company
17 miles
Contact Info:
5804 Melvern drive
bethesda, MD 20817
Patty Porter is licensed/registered in Virginia.
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GOLD Financial Professional
Advisor
Stages Financial Group, LLC
76 miles
Contact Info:
221 West Philadelphia Street
York, PA 17401
Louis Leyes is licensed/registered in Virginia.
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Full-service planning and investment management firm focusing on the values and goals of our clients first.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisor, Inc., a Registered Investment Advisor. Financial Planning Services offered through Stages Planning Group, LLC, a Registered Investment Advisor. The Stages Companies and Cambridge are not affiliated.
GOLD Financial Professional
Eric Dean MBA, CFP, CLTC
Wealth Advisor
Risler Financial Management
138.7 miles
Contact Info:
4060 Butler Pike, Ste 103
Plymouth Meeting, PA 19462
Eric Dean is licensed/registered in Virginia.
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Our Mission: To competently and ethically guide our clients towards their financial goals, enabling them to focus on the more meaningful aspects of th...
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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.
GOLD Financial Professional
Stephen Kutlenios Certified College Funding Specialist, Certified Financial Planner, Chartered Financial Analyst®
Financial Advisor
Allegheny Financial Group
173.2 miles
Contact Info:
811 Camp Horne Road
Pittsburgh, PA 15237
Stephen Kutlenios is licensed/registered in Virginia.
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Steve Kutlenios is a CERTIFIED FINANCIAL PLANNER practitioner, Chartered Financial Analyst and Certified College Planning Specialist®, who has bee...
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Securities offered through Allegheny Investments, LTD, a registered broker/dealer. Member FINRA/SIPC.
GOLD Financial Professional
Sr. Financial Consultant
New Century Investor Services
180 miles
Contact Info:
1249 South River Road
Cranbury, NJ 08512
Robert W Johnson is licensed/registered in Virginia.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. New Century Investor Services is not affiliated with Kestra IS or Kestra AS.
GOLD Financial Professional
Financial Cosultant
AXA Advisors
199.7 miles
Contact Info:
10 Madison Av, 2nd Fl
Morristown, NJ 07960
Deron Kennedy is licensed/registered in Virginia.
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Since 09-02-2015
Deron P. Kennedy, CFA is a financial consultant with AXA's Morristown office. A specialty of his practice is helping families develop strategies to ad...
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AGE 101387 (2/15) (Exp 2/17) Deron Kennedy is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in PR as AXA Network of Puerto Rico, Inc. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.
GOLD Financial Professional
Financial Advisor
Wells Fargo Advisors
229.9 miles
Contact Info:
500 Lee Street E, Ste 1200
Charleston, WV 25301
Ian McIlvaine is licensed/registered in Virginia.
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GOLD Financial Professional
Karl M Anderson CFP®, CPM®
Senior Portfolio Manager, Vice President, Financial Advisor
Morgan Stanley Wealth Management
262.2 miles
Contact Info:
90 Grove Street, Suite 204
Ridgefield, CT 06877
Karl M Anderson is licensed/registered in Virginia.
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Since 09-17-2014
Morgan Stanley Smith Barney LLC, Member FINRA, SIPC.
GOLD Financial Professional
Brian Vendig CPA, CGMA
President and Managing Executive
MJP Wealth Advisors
307.2 miles
Contact Info:
790 Farmington Avenue, Bldg 3
Farmington, CT 06032
Brian Vendig is licensed/registered in Virginia.
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MJP Wealth Advisors is a comprehensive wealth management firm that helps individuals plan for their financial needs now and into retirement. Founded i...
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Disclosure: Securities offered through Royal Alliance Associates, Inc., Member FINRA & SIPC. Investment advisory and insurance services offered through MJP Associates, Inc., an SEC Registered Investment Advisor, not affiliated with Royal Alliance Associates, Inc.
GOLD Financial Professional
Jason Stubbings Private Wealth Manangement
Vice President
Robert W. Baird
453.3 miles
Contact Info:
25 Calhoun Street, Suite 200
Charleston, SC 29401
Jason Stubbings is licensed/registered in Virginia.
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Since 09-06-2016
What makes Jason Different?- I provide Life Event planning services- Wealth Management process over product- Customize...
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©2016 Robert W. Baird & Co. Member NYSE. Member SIPC. Robert W. Baird & Co. does not offer tax or legal advice. First use: 1/2016
GOLD Financial Professional
Karl M Anderson CFP®, CPM®
Senior Portfolio Manager, Vice President, Financial Advisor
Morgan Stanley Wealth Management
611 miles
Contact Info:
411 E Wisconsin Ave, Suite 2200
Milwaukee, WI 53202
Karl M Anderson is licensed/registered in Virginia.
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Since 09-17-2014
Morgan Stanley Smith Barney LLC, Member FINRA, SIPC.
GOLD Financial Professional
Derek Pilecki CFA, MBA
Portfolio Manager
Gator Capital Management
817.4 miles
Contact Info:
100 S Ashley Dr Ste 895
Tampa, FL 33602
Derek Pilecki is licensed/registered in Virginia.
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We want to help you pick a low-fee 529 Plan. Then, we'll help you select your investment strategy within the 529. We do not charge fees or earn commis...
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GOLD Financial Professional
Richard Grodin CFA, CAIA
Financial Advisor
Morgan Stanley
889.5 miles
Contact Info:
591 S Federal Highway
Boca Raton, FL 33432
Richard Grodin is licensed/registered in Virginia.
See other states where Richard Grodin is licensed or registered.
GOLD Financial Professional
Clint Haynes CFP®
Founder, Financial Planner
NextGen Wealth
910 miles
Contact Info:
405 SW Waterfall Ct
Lee's Summit, MO 64081
Clint Haynes is licensed/registered in Virginia.
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We specialize in comprehensive financial planning, with an emphasis on college planning, for individuals who are currently in the savings stage for co...
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GOLD Financial Professional
Owner/Principal
Planned Wealth Consultants
2284.5 miles
Contact Info:
3655 Torrance Blvd., Suite 400
Torrance, CA 90503
Gregory P. Fong is licensed/registered in Virginia.
See other states where Gregory P. Fong is licensed or registered.
Since 09-25-2004
Registered Principal offering securities through SagePoint Financial, Inc., Member FINRA & SIPC. Investment advisory services offered through Planned Wealth Consultants, a registered investment advisor not affiliated with SagePoint Financial, Inc. Fixed and/or Traditional Insurance Services offered through GPF Insurance Services (GPFIS). GPFIS is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. CA Insurance Lic. 0829133.

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