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Distance Only Potomac Falls, 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
Dean Daniel (CRD# 5302777) is an Investment Advisor Representative working at Daniel Capital Management, LLC in Potomac Falls, VA and has over 17 years of experience in the finance industry.
Connell Lee (CRD# 5014095) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Potomac Falls, VA and has over 18 years of experience in the finance industry.
Anthony Marx (CRD# 1776066) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Potomac Falls, VA and has over 36 years of experience in the finance industry.
Lourdes McMichael (CRD# 6841207) is an Investment Advisor Representative working at Edward Jones in Potomac Falls, VA and has over 6 years of experience in the finance industry. Lourdes McMichael 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.
Timothy Nelson (CRD# 6200391) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Potomac Falls, VA and has over 10 years of experience in the finance industry.
Jeffrey Perry (CRD# 5263625) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Potomac Falls, VA and has over 14 years of experience in the finance industry.