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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
Bradley Close (CRD# 7012788) is an Investment Advisor Representative working at Avantax Advisory Services in Berkeley Springs, WV and has over 5 years of experience in the finance industry.
Thomas Close (CRD# 2930725) is an Investment Advisor Representative working at Avantax Advisory Services in Berkeley Springs, WV and has over 26 years of experience in the finance industry.
Michael Cohn (CRD# 4617830) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Leesburg, VA and has over 21 years of experience in the finance industry.
David Collins (CRD# 2426858) is an Investment Advisor Representative working at Legacy Investment Strategies, LLC in Hagerstown, MD and has over 29 years of experience in the finance industry.
Julia Connell (CRD# 4741940) is an Investment Advisor Representative working at United Capital Financial Advisors in Winchester, VA and has over 20 years of experience in the finance industry. Julia Connell 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.
Dennis Connor (CRD# 1372669) is an Investment Advisor Representative working at Cornerstone Asset Management in Winchester, VA and has over 38 years of experience in the finance industry.
Isabel Cooper (CRD# 1708168) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has over 27 years of experience in the finance industry.
Christopher Cotterell (CRD# 2128551) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Winchester, VA and has over 28 years of experience in the finance industry.
Jason Cox (CRD# 2998112) is an Investment Advisor Representative working at Northpeak Financial, Inc. in Frederick, MD and has over 23 years of experience in the finance industry.
Karen Coyne (CRD# 4264524) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hagerstown, MD and has over 23 years of experience in the finance industry.