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Distance Only Roanoke, 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
Steven Agee (CRD# 6307186) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roanoke, VA and has over 9 years of experience in the finance industry.
Ronald Alley (CRD# 2238939) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Roanoke, VA and has over 32 years of experience in the finance industry.
Harvey Allison (CRD# 4073561) is an Investment Advisor Representative working at Eagle Strategies LLC in Roanoke, VA and has over 24 years of experience in the finance industry.
Ezra Amiss (CRD# 4449131) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roanoke, VA and has over 22 years of experience in the finance industry. Ezra Amiss 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.
Lisa Angle (CRD# 5185306) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roanoke, VA and has over 12 years of experience in the finance industry.
Jay Arce (CRD# 6579505) is an Investment Advisor Representative working at Taylor Financial Group, Inc. in Roanoke, VA and has 1 year of experience in the finance industry. Jay Arce 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.
Curtis Arney (CRD# 6705258) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Roanoke, VA and has over 7 years of experience in the finance industry. Curtis Arney 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.
Sandra Arnold (CRD# 2065723) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Roanoke, VA and has over 32 years of experience in the finance industry.
Amanda Arthur (CRD# 5834010) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 13 years of experience in the finance industry.
David Arthur (CRD# 5103183) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 10 years of experience in the finance industry.