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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
Donna Caron (CRD# 1637902) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roanoke, VA and has over 30 years of experience in the finance industry.
Leslie Carpenito (CRD# 1975993) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roanoke, VA and has over 34 years of experience in the finance industry.
A Carroll (CRD# 2241004) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 31 years of experience in the finance industry.
James Carroll (CRD# 2599661) is an Investment Advisor Representative working at Equitable Advisors, LLC in Roanoke, VA and has over 21 years of experience in the finance industry.
Derek Carter (CRD# 4062130) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 24 years of experience in the finance industry.
Tyler Caveness (CRD# 6709664) is an Investment Advisor Representative working at Concord Wealth Partners in Roanoke, VA and has over 7 years of experience in the finance industry.
Daniel Colston (CRD# 6896745) is an Investment Advisor Representative working at Upward Financial Planning in Roanoke, VA and has over 6 years of experience in the finance industry. Daniel Colston 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.
James Comer (CRD# 2083273) is an Investment Advisor Representative working at Valley Investors Corporation in Roanoke, VA and has over 33 years of experience in the finance industry.
William Comer (CRD# 2893042) is an Investment Advisor Representative working at Valley Investors Corporation in Roanoke, VA and has over 26 years of experience in the finance industry.
Chad Conner (CRD# 6509196) is an Investment Advisor Representative working at Lpl Financial LLC in Roanoke, VA and has over 7 years of experience in the finance industry.