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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
David Hansen (CRD# 5245576) is an Investment Advisor Representative working at Captrust in Lexington, VA and has over 17 years of experience in the finance industry.
James Harlow (CRD# 2033508) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roanoke, VA and has over 21 years of experience in the finance industry.
Patrick Harmon (CRD# 6010929) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Roanoke, VA and has over 12 years of experience in the finance industry.
Christina Harris (CRD# 6725946) is an Investment Advisor Representative working at Edward Jones in Lexington, VA and has over 7 years of experience in the finance industry.
Benjamin Harrison (CRD# 5983983) is an Investment Advisor Representative working at Edward Jones in Roanoke, VA and has over 12 years of experience in the finance industry.
Harry Hartman (CRD# 2554069) is an Investment Advisor Representative working at Edward Jones in Roanoke, VA and has over 29 years of experience in the finance industry.
Todd Hearp (CRD# 2425128) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 30 years of experience in the finance industry.
Corey Heck (CRD# 4194899) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Roanoke, VA and has over 23 years of experience in the finance industry.
William Hendrickson (CRD# 4674911) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 20 years of experience in the finance industry.
William Herbert (CRD# 3268833) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Forest, VA and has over 24 years of experience in the finance industry. William Herbert 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.