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Distance Only Charlottesville, VA
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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
Sean Miller (CRD# 2764172) is an Investment Advisor Representative working at Miller Asset Solutions LLC in Charlottesville, VA and has over 27 years of experience in the finance industry.
Timothy Morris (CRD# 2157658) is an Investment Advisor Representative working at Lpl Financial LLC in Charlottesville, VA and has over 28 years of experience in the finance industry.
Timothy Mullen (CRD# 1631336) is an Investment Advisor Representative working at Swift Run Capital Management in Charlottesville, VA and has over 10 years of experience in the finance industry.
Theresia Muller (CRD# 2698091) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in Charlottesville, VA and has over 28 years of experience in the finance industry.
Jacquelyn Nasca (CRD# 6105211) is an Investment Advisor Representative working at Private Advisor Group, LLC in Charlottesville, VA and has over 5 years of experience in the finance industry.
Beth Nedelisky (CRD# 5138977) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 17 years of experience in the finance industry. Beth Nedelisky 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.
Fred Newsom (CRD# 874340) is an Investment Advisor Representative working at Lpl Financial LLC in Charlottesville, VA and has over 30 years of experience in the finance industry.
Dustin Newton (CRD# 5338523) is an Investment Advisor Representative working at Ascent Financial Group in Charlottesville, VA and has over 6 years of experience in the finance industry. Dustin Newton 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.
Alan Nicolette (CRD# 5485469) is an Investment Advisor Representative working at Nicolette Financial Advisors LLC in Charlottesville, VA and has over 15 years of experience in the finance industry. Alan Nicolette 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.
Lloyd Noland (CRD# 3092320) is an Investment Advisor Representative working at Brown Advisory in Charlottesville, VA and has over 24 years of experience in the finance industry.