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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
Everette Morgan (CRD# 4738069) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Woodstock, VA and has over 18 years of experience in the finance industry.
David Morton (CRD# 4912079) is an Investment Advisor Representative working at Heritage Financial LLC in Gainesville, VA and has over 19 years of experience in the finance industry.
Charles Nagelvoort (CRD# 3089109) is an Investment Advisor Representative working at Edward Jones in Front Royal, VA and has over 25 years of experience in the finance industry.
Jeremy Nichols (CRD# 4632489) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has over 20 years of experience in the finance industry. Jeremy Nichols 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.
Michael O'dell (CRD# 5877447) is an Investment Advisor Representative working at Edward Jones in Winchester, VA and has over 13 years of experience in the finance industry.
David O'neill (CRD# 6885315) is an Investment Advisor Representative working at Heritage Financial LLC in Gainesville, VA and has over 13 years of experience in the finance industry.
Ryan Oates (CRD# 5399398) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Winchester, VA and has over 16 years of experience in the finance industry. Ryan Oates 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.
John Obannon (CRD# 5135922) is an Investment Advisor Representative working at Akre Capital Management, LLC in Middleburg, VA and has over 18 years of experience in the finance industry.
Emily Parent (CRD# 6734273) is an Investment Advisor Representative working at Interactive Financial Advisors in Winchester, VA and has over 7 years of experience in the finance industry.
Javier Perez-Giz (CRD# 5629192) is an Investment Advisor Representative working at Eagle Strategies LLC in Haymarket, VA and has over 13 years of experience in the finance industry.