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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
William Hufnell (CRD# 4627519) is an Investment Advisor Representative working at Bay Point Wealth in Annapolis, MD and has 1 year of experience in the finance industry. William Hufnell 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.
Mary Hughes (CRD# 5639055) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 15 years of experience in the finance industry.
Matthew Idoux (CRD# 6468609) is an Investment Advisor Representative working at Mdrn Capital in Annapolis, MD and has over 8 years of experience in the finance industry. Matthew Idoux 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.
David Ivey (CRD# 4691688) is an Investment Advisor Representative working at Lpl Financial LLC in Annapolis, MD and has over 20 years of experience in the finance industry.
Catherine Jackson (CRD# 6620068) is an Investment Advisor Representative working at Marks Wealth Management in Annapolis, MD and has over 7 years of experience in the finance industry. Catherine Jackson 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.
Margaret Jackson (CRD# 4174148) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Annapolis, MD and has over 23 years of experience in the finance industry.
Stephen James (CRD# 1609025) is an Investment Advisor Representative working at Commonwealth Financial Network in Annapolis, MD and has over 36 years of experience in the finance industry. Stephen James 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.
John Jilek (CRD# 4187802) is an Investment Advisor Representative working at Edward Jones in Annapolis, MD and has over 23 years of experience in the finance industry.
Andrew Jones (CRD# 6993062) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 5 years of experience in the finance industry.
Andrew Kadala (CRD# 2358123) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Annapolis, MD and has over 29 years of experience in the finance industry.