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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
Lauren Leventry (CRD# 4722414) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 20 years of experience in the finance industry.
Jonathan Levin (CRD# 4602675) is an Investment Advisor Representative working at Westbourne Investment Advisors Inc. in Annapolis, MD and has 1 year of experience in the finance industry.
Timothy Libby (CRD# 4268889) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Annapolis, MD and has over 22 years of experience in the finance industry.
Elizabeth Liechty (CRD# 3215809) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Annapolis, MD and has over 24 years of experience in the finance industry.
Joan Livingston (CRD# 1421321) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Annapolis, MD and has over 24 years of experience in the finance industry.
Brad Long (CRD# 4466605) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Annapolis, MD and has over 22 years of experience in the finance industry. Brad Long 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.
Kristin Long (CRD# 2807386) is an Investment Advisor Representative working at Morgan Stanley in Annapolis, MD and has over 27 years of experience in the finance industry. Kristin Long 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.
Michael Long (CRD# 1100132) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Annapolis, MD and has over 38 years of experience in the finance industry.
Samantha Long (CRD# 4795523) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 19 years of experience in the finance industry.
Brandon Luckett (CRD# 3018381) is an Investment Advisor Representative working at Cnl Educational Institute, LLC in Annapolis, MD and has over 7 years of experience in the finance industry.