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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
Stephanie Cassedy (CRD# 5654997) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Fallston, MD and has over 13 years of experience in the finance industry.
Alfred Cassinelli (CRD# 2518931) is an Investment Advisor Representative working at Lpl Financial LLC in Stevensville, MD and has over 29 years of experience in the finance industry.
William Caughey (CRD# 5882854) is an Investment Advisor Representative working at Edward Jones in Chester, MD and has over 13 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.
Charles Chelf (CRD# 3172102) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Perry Hall, MD and has over 24 years of experience in the finance industry. Charles Chelf 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.
Zachary Chryst (CRD# 3179633) is an Investment Advisor Representative working at Wells Fargo Advisors in Bel Air, MD and has over 24 years of experience in the finance industry. Zachary Chryst 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.
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...
Matthew Citrano (CRD# 6451072) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bel Air, MD and has over 8 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.
Douglas Coe (CRD# 5491856) is an Investment Advisor Representative working at Mariner Independent in Annapolis, MD and has over 15 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.