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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
Eric Pol (CRD# 3238127) is an Investment Advisor Representative working at Cuso Financial Services in Gainesville, VA and has over 24 years of experience in the finance industry.
Karen Pratt (CRD# 2210802) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Haymarket, VA and has over 4 years of experience in the finance industry.
Tony Price (CRD# 5450935) is an Investment Advisor Representative working at Advisor Alliance LLC in Charles Town, WV and has over 14 years of experience in the finance industry.
John Pugh (CRD# 2649420) is an Investment Advisor Representative working at Insight Wealth Management, Inc. in Gainesville, VA and has over 28 years of experience in the finance industry. John Pugh 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.
Steven Pugliese (CRD# 5556782) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has 1 year of experience in the finance industry. Steven Pugliese 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.
Whitney Pyles (CRD# 6713963) is an Investment Advisor Representative working at Edward Jones in Winchester, VA and has over 7 years of experience in the finance industry.
Richard Ramirez (CRD# 5074328) 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.
Tracy Regalia (CRD# 7068742) is an Investment Advisor Representative working at Edward Jones in Kearneysville, WV and has over 5 years of experience in the finance industry.
Barbara Ristow (CRD# 2833547) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Middleburg, VA and has over 27 years of experience in the finance industry. Barbara Ristow 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.
Jennifer Robinson (CRD# 6731169) is an Investment Advisor Representative working at Edward Jones in Winchester, VA and has over 7 years of experience in the finance industry.