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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
Alan Broderick (CRD# 4221869) is an Investment Advisor Representative working at Bay Rivers Group Wealth Partners in Williamsburg, VA and has over 21 years of experience in the finance industry. Alan Broderick 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.
Michael Brooks (CRD# 4901171) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Norfolk, VA and has over 19 years of experience in the finance industry. Michael Brooks 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.
Donald Brown (CRD# 1667978) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Williamsburg, VA and has over 36 years of experience in the finance industry.
Jeffrey Brown (CRD# 6200617) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 8 years of experience in the finance industry.
Katherine Brown (CRD# 4311348) is an Investment Advisor Representative working at Joss Brown Wealth Advisors in Newport News, VA and has over 23 years of experience in the finance industry. Katherine Brown 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.
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.
Jessica Buckley (CRD# 4800935) is an Investment Advisor Representative working at Norton Capital Management, Inc. in Norfolk, VA and has over 19 years of experience in the finance industry.
Thomas Bucklin (CRD# 3231718) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newport News, VA and has over 24 years of experience in the finance industry.
David Burlin (CRD# 1808618) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 35 years of experience in the finance industry.
John Burris (CRD# 2515330) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Chesapeake, VA and has over 29 years of experience in the finance industry.