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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
Matthew Albers (CRD# 2917814) is an Investment Advisor Representative working at Drs Wealth Management in Easton, MD and has over 25 years of experience in the finance industry.
Michael Andersen (CRD# 4633775) is an Investment Advisor Representative working at Andersen Wealth Management in Easton, MD and has over 21 years of experience in the finance industry.
Karen Baer (CRD# 1375762) is an Investment Advisor Representative working at The Colony Group, LLC in Easton, MD and has over 29 years of experience in the finance industry.
Gregory Beane (CRD# 2095314) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Easton, MD and has over 33 years of experience in the finance industry.
Robert Bennett (CRD# 846798) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Easton, MD and has over 31 years of experience in the finance industry.
Gray Boutte (CRD# 5433905) is an Investment Advisor Representative working at Morgan Stanley in Easton, MD and has over 16 years of experience in the finance industry.
Peter Boyle (CRD# 6868103) is an Investment Advisor Representative working at Morgan Stanley in Easton, MD and has over 6 years of experience in the finance industry. Peter Boyle 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.
Charles Brohawn (CRD# 2202748) is an Investment Advisor Representative working at Prudential Financial Planning Services in Federalsburg, MD and has over 27 years of experience in the finance industry. Charles Brohawn 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.
Warren Brooks (CRD# 4020489) is an Investment Advisor Representative working at Innovative Wealth Building LLC in California, MD and has over 18 years of experience in the finance industry.
Kara Burt (CRD# 6706203) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Easton, MD and has over 6 years of experience in the finance industry.