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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
Margaret Gugliotta (CRD# 4725327) is an Investment Advisor Representative working at Lpl Financial LLC in Lynchburg, VA and has over 20 years of experience in the finance industry.
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.
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.
Jeffrey Helgeson (CRD# 1960161) is an Investment Advisor Representative working at Stonex Advisors Inc. in Lynchburg, VA and has over 34 years of experience in the finance industry.
William Johnson (CRD# 1018488) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 42 years of experience in the finance industry.
James Laneve (CRD# 3211745) is an Investment Advisor Representative working at Laneve Financial Guidance LLC in Lynchburg, VA and has over 25 years of experience in the finance industry. James Laneve 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.
Michelle Ludwig (CRD# 1189923) is an Investment Advisor Representative working at Treger & Associates in Lexington, VA and has over 40 years of experience in the finance industry.
Paul McWane (CRD# 2373723) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 30 years of experience in the finance industry.
Mark Miner (CRD# 5429059) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 9 years of experience in the finance industry.
Jeffrey Myers (CRD# 3089721) is an Investment Advisor Representative working at Lpl Financial LLC in Lynchburg, VA and has over 25 years of experience in the finance industry.