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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
Elizabeth Swann (CRD# 1904887) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Charlotte Hall, MD and has over 18 years of experience in the finance industry.
Julia Payne (CRD# 6077509) is an Investment Advisor Representative working at Pnc Investments in Charlotte Hall, MD and has over 10 years of experience in the finance industry.
Cathy Achter (CRD# 1468255) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 32 years of experience in the finance industry.
Gordon Achtermann (CRD# 1685657) is an Investment Advisor Representative working at Your Best Path, LLC in Annandale, VA and has over 36 years of experience in the finance industry. Gordon Achtermann 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.
Gabriel Adams (CRD# 5048590) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Waldorf, MD and has over 17 years of experience in the finance industry.
Patrick Adams (CRD# 2039213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Alexandria, VA and has over 33 years of experience in the finance industry.
Georgeanne Aist (CRD# 2695469) is a Wealth Planning Specialist working at Aist Wealth Planning in Waldorf, MD and has over 14 years of experience in the finance industry and over 22 years in the protection and planning industry.
Helping You Plan for the Certainty of Uncertainty. Life Happens. Plan for It!
- Helping You Protect Your Wealth
- Comprehensive Financial Planning Services
- Executive Benefit Coordination
- Business Succession Planning
- Tax Reduction Strategies
Georgeanne Aist is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC)...
Roy Alexander (CRD# 4313613) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Springfield, VA and has over 24 years of experience in the finance industry.
Scott Alford (CRD# 6365298) is an Investment Advisor Representative working at Edward Jones in Prince Frederick, MD and has over 8 years of experience in the finance industry.
Eduardo Alzona (CRD# 5604417) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 15 years of experience in the finance industry.