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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
Henry Chalkley (CRD# 6137935) is an Investment Advisor Representative working at Edward Jones in Edgewater, MD and has over 11 years of experience in the finance industry.
Robert Chapman (CRD# 6287055) is an Investment Advisor Representative working at Edward Jones in Arnold, MD and has over 10 years of experience in the finance industry.
Sean Chrysostom (CRD# 7062268) is an Investment Advisor Representative working at Wealthcare Financial Group, Inc. in Bowie, MD and has over 5 years of experience in the finance industry.
At Premier Planning Group our mantra is Four Seasons experience with FedEx efficiency. Find out why our clients have entrusted us with over $350 million dollars worth of their retirement savings.
Aaron Cirksena is a new partner, having joined Brion Harris and his team at Premier Planning Group in August of 2015. Prior to joining Premier Aaron worked as an advisor with Morgan Stanley Wealth Management in the downtown Baltimore area.
Aaron was born and raised right here in the Annapolis area. He attended Severn High School in Severna Park and later graduated from the University of Maryland...
Jason Clark (CRD# 2540186) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 29 years of experience in the finance industry. Jason Clark 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.
Christina Clemons (CRD# 5750248) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 14 years of experience in the finance industry.
Steven Cleveland (CRD# 2208470) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 32 years of experience in the finance industry.
Jessica Clowney (CRD# 6220909) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bowie, MD and has over 10 years of experience in the finance industry.
Douglas Coe (CRD# 5491856) is an Investment Advisor Representative working at Mariner Independent in Annapolis, MD and has over 16 years of experience in the finance industry. Douglas Coe 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.
William Cofer (CRD# 1402466) is an Investment Advisor Representative working at Primerica Advisors in Greenbelt, MD and has over 38 years of experience in the finance industry.