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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
William Davis (CRD# 1070786) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 41 years of experience in the finance industry.
Christopher Day (CRD# 3199972) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Annapolis, MD and has over 13 years of experience in the finance industry.
Craig Decker (CRD# 2697472) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Annapolis, MD and has over 27 years of experience in the finance industry.
Lee Demma (CRD# 5497979) is an Investment Advisor Representative working at Lpl Financial LLC in Annapolis, MD and has over 13 years of experience in the finance industry.
James Denora (CRD# 4544690) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Annapolis, MD and has over 21 years of experience in the finance industry. James Denora 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.
Charles Derrick (CRD# 4731582) is an Investment Advisor Representative working at Park Avenue Securities LLC in Annapolis, MD and has over 20 years of experience in the finance industry.
Stephen Derrick (CRD# 1638542) is an Investment Advisor Representative working at Park Avenue Securities LLC in Annapolis, MD and has over 37 years of experience in the finance industry.
Debra Dillon (CRD# 6275357) is an Investment Advisor Representative working at Wells Fargo Advisors in Annapolis, MD and has over 6 years of experience in the finance industry.
John Dillon (CRD# 2202865) is an Investment Advisor Representative working at Wells Fargo Advisors in Annapolis, MD and has over 32 years of experience in the finance industry.
Lyn Dippel (CRD# 4429564) is an Investment Advisor Representative working at Curio Wealth, LLC in Annapolis, MD and has over 22 years of experience in the finance industry. Lyn Dippel 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.