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Distance Only Bethesda, 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
Curtis Congdon (CRD# 4890245) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 18 years of experience in the finance industry. Curtis Congdon 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.
Paul Cook (CRD# 2945801) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 20 years of experience in the finance industry.
Paula Cooley (CRD# 6253259) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 10 years of experience in the finance industry. Paula Cooley 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.
Michelle Cooper (CRD# 3072637) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 22 years of experience in the finance industry.
Mitchell Cooper (CRD# 6239071) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 10 years of experience in the finance industry.
Trevor Corey (CRD# 4554059) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 12 years of experience in the finance industry.
Michael Cornfeld (CRD# 1783964) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 29 years of experience in the finance industry.
Jacquelyn Cortright (CRD# 1163230) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bethesda, MD and has over 23 years of experience in the finance industry.
Andrew Cosgrove (CRD# 5348395) is an Investment Advisor Representative working at Bluestone® Financial Advisors, LLC in Bethesda, MD and has over 16 years of experience in the finance industry.
Robert Crandall (CRD# 1205201) is an Investment Advisor Representative working at Principal Securities, Inc. in Bethesda, MD and has over 39 years of experience in the finance industry.