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Distance Only Middleburg, 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
Charles Akre (CRD# 2211) is an Investment Advisor Representative working at Akre Capital Management, LLC in Middleburg, VA and has over 30 years of experience in the finance industry.
Sarah Albritton (CRD# 6708043) is an Investment Advisor Representative working at The Hoerner Planning Group, LLC in Middleburg, VA and has 1 year of experience in the finance industry. Sarah Albritton 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.
Susan Chesson (CRD# 4634753) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Middleburg, VA and has over 12 years of experience in the finance industry. Susan Chesson 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.
Stacy Ducellier (CRD# 5004376) is an Investment Advisor Representative working at Akre Capital Management, LLC in Middleburg, VA and has over 16 years of experience in the finance industry.
Philip Dudley (CRD# 4392990) is an Investment Advisor Representative working at Dudley Capital Management LLC in Middleburg, VA and has over 22 years of experience in the finance industry.
Thomas Dudley (CRD# 72621) is an Investment Advisor Representative working at Dudley Capital Management LLC in Middleburg, VA and has over 44 years of experience in the finance industry.
Christopher Hoerner (CRD# 6375395) is an Investment Advisor Representative working at The Hoerner Planning Group, LLC in Middleburg, VA and has over 7 years of experience in the finance industry.
Henry Hoerner (CRD# 2230564) is an Investment Advisor Representative working at The Hoerner Planning Group, LLC in Middleburg, VA and has over 31 years of experience in the finance industry.
Carolyn Hylton (CRD# 4668812) is an Investment Advisor Representative working at Akre Capital Management, LLC in Middleburg, VA and has over 20 years of experience in the finance industry.
Julie-anne Lewis (CRD# 4311609) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middleburg, VA and has over 23 years of experience in the finance industry.