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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
Daniel Spurgeon (CRD# 6293881) is an Investment Advisor Representative working at Commonwealth Financial Services in Parkersburg, WV and has over 10 years of experience in the finance industry. Daniel Spurgeon 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.
Bridget Tetak (CRD# 6496969) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Zanesville, OH and has over 8 years of experience in the finance industry.
Keith Thieman (CRD# 6337661) is an Investment Advisor Representative working at Lpl Financial LLC in Marietta, OH and has over 7 years of experience in the finance industry.
Douglas Thorpe (CRD# 4396530) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Parkersburg, WV and has over 22 years of experience in the finance industry. Douglas Thorpe 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.
David Treadway (CRD# 5824075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marietta, OH and has over 12 years of experience in the finance industry.
Sandor Vegh (CRD# 5664072) is an Investment Advisor Representative working at Edward Jones in Athens, OH and has over 14 years of experience in the finance industry.
Jerry Villers (CRD# 1039951) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vienna, WV and has over 37 years of experience in the finance industry.
Angela Ward (CRD# 1516762) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marietta, OH and has over 29 years of experience in the finance industry.
Marissa Ward (CRD# 7035518) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Zanesville, OH and has over 5 years of experience in the finance industry.
Scott Webb (CRD# 2838613) is an Investment Advisor Representative working at Lpl Financial LLC in Mc Connelsville, OH and has over 27 years of experience in the finance industry.