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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
Cathleen McCloy (CRD# 1198681) is an Investment Advisor Representative working at Private Advisor Group, LLC in Cape Charles, VA and has over 40 years of experience in the finance industry. Cathleen McCloy 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.
Frank Abella (CRD# 3214727) is an Investment Advisor Representative working at Investment Partners Asset Management in Painter, VA and has over 24 years of experience in the finance industry.
Nolia Anderson (CRD# 1484993) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hampton, VA and has over 37 years of experience in the finance industry.
Tracy Applewhite (CRD# 2338659) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, VA and has over 30 years of experience in the finance industry.
Franklin Belvin (CRD# 1816209) is an Investment Advisor Representative working at Edward Jones in Yorktown, VA and has over 33 years of experience in the finance industry.
Cabell Birdsong (CRD# 21850) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hampton, VA and has over 36 years of experience in the finance industry.
Stephanie Bonniville (CRD# 6415882) is an Investment Advisor Representative working at Edward Jones in Poquoson, VA and has over 9 years of experience in the finance industry.
Brian Booker (CRD# 4649011) is an Investment Advisor Representative working at Prosperity Wealth Management in Port Haywood, VA and has over 20 years of experience in the finance industry.
Sterling Brightman (CRD# 1780459) is an Investment Advisor Representative working at Axa Advisors, LLC in Yorktown, VA and has over 27 years of experience in the finance and insurance industry. I am extremely knowledgeable in Pension Distribution/Rollover Strategies and the Advanced Estate Planning. I conduct investment and financial planning seminars for local civic organizations and the military. I aIso conduct Continuing Education Credit seminars for local CPA’s and Attorney’s. I am well known among the Estate Planning Attorney’s in the area as a person very knowledgeable in Trust design...
Sarah Browning (CRD# 3030989) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Yorktown, VA and has over 22 years of experience in the finance industry.