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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
Timothy Schenk (CRD# 6813498) is an Investment Advisor Representative working at Kuleana Capital Management LLC in Free Union, VA and has over 7 years of experience in the finance industry.
Marianne Shepard (CRD# 4746327) is an Investment Advisor Representative working at Edward Jones in Barboursville, VA and has over 20 years of experience in the finance industry.
Rodney Shepherd (CRD# 2488245) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mount Jackson, VA and has over 29 years of experience in the finance industry.
Robert Shreve (CRD# 1416961) is an Investment Advisor Representative working at Kairos LLC in Orange, VA and has over 38 years of experience in the finance industry.
James Snell (CRD# 3090500) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Culpeper, VA and has over 18 years of experience in the finance industry.
Jozsef Szadvari Iii (CRD# 5418663) is an Investment Advisor Representative working at Pnc Investments in Warrenton, VA and has over 16 years of experience in the finance industry.
Kerst Ter Weele (CRD# 4625981) is an Investment Advisor Representative working at Bookends Financial Planning in Rixeyville, VA and has over 21 years of experience in the finance industry.
James Tobias (CRD# 4231573) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Warrenton, VA and has over 21 years of experience in the finance industry.
Darius Vesuna (CRD# 5185284) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Culpeper, VA and has over 17 years of experience in the finance industry.
Sarah Yakel (CRD# 4637854) is an Investment Advisor Representative working at Meridian Financial Partners LLC in Warrenton, VA and has over 21 years of experience in the finance industry. Sarah Yakel 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.