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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
Michael Calabrese (CRD# 4810340) is an Investment Advisor Representative working at Lpl Financial LLC in Annapolis, MD and has over 19 years of experience in the finance industry. Michael Calabrese 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.
Kim Caldwell (CRD# 5315827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 16 years of experience in the finance industry.
Jeffrey Cardozo (CRD# 5807786) is an Investment Advisor Representative working at Scarborough Capital Management in Annapolis, MD and has over 8 years of experience in the finance industry. Jeffrey Cardozo 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.
Thomas Carter (CRD# 2085078) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Annapolis, MD and has over 30 years of experience in the finance industry.
At Premier Planning Group our mantra is Four Seasons experience with FedEx efficiency. Find out why our clients have entrusted us with over $350 million dollars worth of their retirement savings.
Aaron Cirksena is a new partner, having joined Brion Harris and his team at Premier Planning Group in August of 2015. Prior to joining Premier Aaron worked as an advisor with Morgan Stanley Wealth Management in the downtown Baltimore area.
Aaron was born and raised right here in the Annapolis area. He attended Severn High School in Severna Park and later graduated from the University of Maryland...
Steven Cleveland (CRD# 2208470) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 32 years of experience in the finance industry.
Douglas Coe (CRD# 5491856) is an Investment Advisor Representative working at Mariner Independent in Annapolis, MD and has over 15 years of experience in the finance industry. Douglas Coe 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.
Donald Collett (CRD# 3167701) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 24 years of experience in the finance industry.
Kevin Collison (CRD# 2986220) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 24 years of experience in the finance industry.
Troy Cook (CRD# 6121171) is an Investment Advisor Representative working at Valuewealth Services, LLC in Annapolis, MD and has over 6 years of experience in the finance industry.