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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
Nicholas Oxley (CRD# 5999472) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Charleston, WV and has over 12 years of experience in the finance industry.
Robin Parog (CRD# 4508448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, WV and has over 9 years of experience in the finance industry.
Marie Parsons (CRD# 5242402) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, WV and has over 11 years of experience in the finance industry.
Deidra Payne (CRD# 2465043) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charleston, WV and has over 29 years of experience in the finance industry.
James Payne (CRD# 1246459) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charleston, WV and has over 40 years of experience in the finance industry.
Jerry Potter (CRD# 1234550) is an Investment Advisor Representative working at Freedom Financial Advisors, LLC in Charleston, WV and has over 40 years of experience in the finance industry.
Eric Pritt (CRD# 5339296) is an Investment Advisor Representative working at United Brokerage Services Inc. in Charleston, WV and has over 14 years of experience in the finance industry.
Taylor Raab (CRD# 4706661) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Charleston, WV and has over 20 years of experience in the finance industry.
Terry Raab (CRD# 807861) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Charleston, WV and has over 41 years of experience in the finance industry.
Wesley Richardson (CRD# 4673741) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Charleston, WV and has over 19 years of experience in the finance industry. Wesley Richardson 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.