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Distance Only Richmond, 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
Joseph Bartholomew (CRD# 2756380) is an Investment Advisor Representative working at Rockefeller Capital Management in Richmond, VA and has over 27 years of experience in the finance industry.
Richard Bartholomew (CRD# 4602974) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 21 years of experience in the finance industry. Richard Bartholomew 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.
Lee Batten (CRD# 3041658) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Richmond, VA and has over 10 years of experience in the finance industry.
Rebecca Baughman (CRD# 4915853) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richmond, VA and has over 18 years of experience in the finance industry.
Philip Baxley (CRD# 4467948) is an Investment Advisor Representative working at Advice And Planning Services in Richmond, VA and has over 13 years of experience in the finance industry.
Harry Beadell (CRD# 15535) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 34 years of experience in the finance industry.
Richard Beale (CRD# 718277) is an Investment Advisor Representative working at Beale Healy Investment Advisors Inc. in Richmond, VA and has over 43 years of experience in the finance industry.
Michael Beall (CRD# 707266) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 44 years of experience in the finance industry.
Katherine Beck (CRD# 5709296) is an Investment Advisor Representative working at Oxford Capital Management in Richmond, VA and has over 14 years of experience in the finance industry.
Zebediah Becker (CRD# 6880018) is an Investment Advisor Representative working at Private Advisor Group, LLC in Richmond, VA and has over 6 years of experience in the finance industry.