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Distance Only Annapolis, MD
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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
Christopher Boyle (CRD# 1323538) is an Investment Advisor Representative working at Morgan Stanley in Annapolis, MD and has over 39 years of experience in the finance industry.
James Brennan (CRD# 2717083) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 27 years of experience in the finance industry. James Brennan 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.
Danielle Brooks (CRD# 4214772) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 23 years of experience in the finance industry.
Cecilia Brown (CRD# 3126183) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Annapolis, MD and has over 25 years of experience in the finance industry. Cecilia Brown 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.
Cynthia Brown (CRD# 2860973) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Annapolis, MD and has over 23 years of experience in the finance industry.
Steven Bryant (CRD# 6668890) is an Investment Advisor Representative working at Synergy Divorce Solutions in Annapolis, MD and has over 8 years of experience in the finance industry.
Aaron Burleson (CRD# 4377092) is an Investment Advisor Representative working at Lpl Financial LLC in Annapolis, MD and has over 17 years of experience in the finance industry.
Danielle Burness (CRD# 3088318) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 24 years of experience in the finance industry.
Gretchen Butler (CRD# 3126868) is an Investment Advisor Representative working at First Command Advisory Services in Annapolis, MD and has over 19 years of experience in the finance industry.
Michael Byrne (CRD# 2424695) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Annapolis, MD and has over 27 years of experience in the finance industry.