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Distance Only Burke, VA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
William Hoover (CRD# 5490596) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Burke, VA and has over 11 years of experience in the finance industry.
Martha Kim (CRD# 6635915) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burke, VA and has over 7 years of experience in the finance industry.
Joseph Mjelde (CRD# 6389419) is an Investment Advisor Representative working at Edward Jones in Burke, VA and has over 9 years of experience in the finance industry.
Tu Nguyen (CRD# 5472673) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Burke, VA and has over 16 years of experience in the finance industry.
Jerome Prentice (CRD# 801622) is an Investment Advisor Representative working at Eagle Strategies LLC in Burke, VA and has over 39 years of experience in the finance industry.
David Spence (CRD# 1384896) is an Investment Advisor Representative working at Palladium Wealth Management, LLC in Burke, VA and has over 38 years of experience in the finance industry. David Spence has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Saima Khan (CRD# 7693115) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burke, VA and has 1 year of experience in the finance industry.
Susan Plunkett-Barese (CRD# 7293207) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Burke, VA and has over 2 years of experience in the finance industry.
Casey Whitmarsh (CRD# 4880494) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Burke, VA and has over 14 years of experience in the finance industry.