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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
Meredith Bogner (CRD# 7783258) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Orange, VA and has 1 year of experience in the finance industry.
Lucinda Brill (CRD# 7817387) is an Investment Advisor Representative working at Edward Jones in Mount Jackson, VA and has 1 year of experience in the finance industry.
Kathleen Cannon (CRD# 7209269) is an Investment Advisor Representative working at Money Pilot Financial Advisor LLC in Radiant, VA and has over 4 years of experience in the finance industry. Kathleen Cannon 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.
Richard Catalfamo (CRD# 7667971) is an Investment Advisor Representative working at Edward Jones in Warrenton, VA and has 1 year of experience in the finance industry.
Shaylyne Gough (CRD# 4517074) is an Investment Advisor Representative working at Edward Jones in Orange, VA and has over 2 years of experience in the finance industry.
Korby Griffith (CRD# 7502257) is an Investment Advisor Representative working at Edward Jones in Barboursville, VA and has over 2 years of experience in the finance industry.
Sarah Irving (CRD# 7332867) is an Investment Advisor Representative working at Meridian Financial Partners LLC in Warrenton, VA and has 1 year of experience in the finance industry. Sarah Irving 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.
Neha Jadhav (CRD# 3202741) is an Investment Advisor Representative working at Luminous Financial & Tax Advisors LLC in Warrenton, VA and has over 24 years of experience in the finance industry. Neha Jadhav 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 Lanier (CRD# 2467072) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Stanley, VA and has 1 year of experience in the finance industry.
Phillip Lennon (CRD# 7800934) is an Investment Advisor Representative working at Edward Jones in Culpeper, VA and has 1 year of experience in the finance industry.