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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
Staci Parker (CRD# 2972305) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 13 years of experience in the finance industry.
Philip Paulette (CRD# 4515853) is an Investment Advisor Representative working at Davenport & Company LLC in Lynchburg, VA and has over 22 years of experience in the finance industry.
John Peniche (CRD# 2968358) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 26 years of experience in the finance industry.
Robert Platt (CRD# 2745763) is an Investment Advisor Representative working at Lpl Financial LLC in Lynchburg, VA and has over 27 years of experience in the finance industry.
William Poats (CRD# 6648479) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lynchburg, VA and has over 7 years of experience in the finance industry.
Roy Roberson (CRD# 2428448) is an Investment Advisor Representative working at Esi Financial Advisors in Lynchburg, VA and has over 30 years of experience in the finance industry.
Joshua Rockey (CRD# 6045645) is an Investment Advisor Representative working at Edward Jones in Lynchburg, VA and has over 11 years of experience in the finance industry.
Antony Roop (CRD# 6744553) is an Investment Advisor Representative working at Brown Edwards Wealth Strategies in Lynchburg, VA and has over 6 years of experience in the finance industry.
Claude Royal (CRD# 5561722) is an Investment Advisor Representative working at Wealthdrive Advisory LLC in Rustburg, VA and has over 15 years of experience in the finance industry.
Holly Salmon (CRD# 4349958) is an Investment Advisor Representative working at Davenport & Company LLC in Lynchburg, VA and has over 18 years of experience in the finance industry.