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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
Patrick Guzi (CRD# 6166552) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roanoke, VA and has over 11 years of experience in the finance industry.
Tim Ha (CRD# 3211357) is an Investment Advisor Representative working at Lpl Financial LLC in Roanoke, VA and has over 24 years of experience in the finance industry. Tim Ha 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.
Laura Hale (CRD# 6706608) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Roanoke, VA and has over 7 years of experience in the finance industry.
James Harlow (CRD# 2033508) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roanoke, VA and has over 21 years of experience in the finance industry.
Patrick Harmon (CRD# 6010929) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Roanoke, VA and has over 12 years of experience in the finance industry.
Harry Hartman (CRD# 2554069) is an Investment Advisor Representative working at Edward Jones in Roanoke, VA and has over 29 years of experience in the finance industry.
Todd Hearp (CRD# 2425128) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 30 years of experience in the finance industry.
William Hickam (CRD# 2514046) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roanoke, VA and has over 29 years of experience in the finance industry.
Samuel Hodges (CRD# 5444985) is an Investment Advisor Representative working at Lpl Financial LLC in Roanoke, VA and has over 16 years of experience in the finance industry.
Angela Holmes (CRD# 4826612) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roanoke, VA and has over 18 years of experience in the finance industry.