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Distance Metro area (25 miles)
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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
Jack Jones (CRD# 2744172) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Forest, VA and has over 27 years of experience in the finance industry.
Andrew Kappler (CRD# 6793227) is an Investment Advisor Representative working at Edward Jones in Forest, VA and has over 6 years of experience in the finance industry.
William King (CRD# 1785411) is an Investment Advisor Representative working at Wood Creek Capital Advisors, LLC in Lynchburg, VA and has over 36 years of experience in the finance industry.
Ryan Kirkpatrick (CRD# 6601515) is an Investment Advisor Representative working at Edward Jones in Bedford, VA and has over 8 years of experience in the finance industry.
Shannon Kirkpatrick (CRD# 6916348) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 6 years of experience in the finance industry.
Matthew Krycinski (CRD# 4709811) is an Investment Advisor Representative working at D.a. Davidson & Company in Bedford, VA and has over 19 years of experience in the finance industry.
James Laneve (CRD# 3211745) is an Investment Advisor Representative working at Laneve Financial Guidance LLC in Lynchburg, VA and has over 25 years of experience in the finance industry. James Laneve 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.
Kelly Letchworth (CRD# 6921309) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lynchburg, VA and has over 5 years of experience in the finance industry.
Brian Liedstrand (CRD# 6339738) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 9 years of experience in the finance industry.
Robert Loflin (CRD# 1003156) is an Investment Advisor Representative working at Lpl Financial LLC in Lynchburg, VA and has over 39 years of experience in the finance industry.