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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
Frank Abella (CRD# 3214727) is an Investment Advisor Representative working at Investment Partners Asset Management in Painter, VA and has over 24 years of experience in the finance industry.
Morgan Alley (CRD# 5894579) is an Investment Advisor Representative working at Mwa Investments, LLC in White Stone, VA and has 1 year of experience in the finance industry. Morgan Alley 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.
Nolia Anderson (CRD# 1484993) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hampton, VA and has over 37 years of experience in the finance industry.
Tracy Applewhite (CRD# 2338659) is an Investment Advisor Representative working at Lpl Financial LLC in Deltaville, VA and has over 30 years of experience in the finance industry.
Cabell Birdsong (CRD# 21850) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hampton, VA and has over 36 years of experience in the finance industry.
Stephanie Bonniville (CRD# 6415882) is an Investment Advisor Representative working at Edward Jones in Poquoson, VA and has over 9 years of experience in the finance industry.
Brian Booker (CRD# 4649011) is an Investment Advisor Representative working at Prosperity Wealth Management in Port Haywood, VA and has over 20 years of experience in the finance industry.
Alfredo Calvo (CRD# 3220214) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Norfolk, VA and has over 24 years of experience in the finance industry.
Joshua Carpenter (CRD# 6651965) is an Investment Advisor Representative working at Edward Jones in Hampton, VA and has over 7 years of experience in the finance industry.
Christopher Cruz (CRD# 2713742) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Poquoson, VA and has over 28 years of experience in the finance industry.