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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
Michael Tolliver (CRD# 6129399) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Dover, DE and has over 11 years of experience in the finance industry. Michael Tolliver 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.
Anna Touchard (CRD# 2355898) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, DE and has over 24 years of experience in the finance industry.
Charles Trakas (CRD# 3024642) is an Investment Advisor Representative working at Redwood Private Wealth in Middletown, DE and has over 26 years of experience in the finance industry.
Bruce Valliant (CRD# 4026211) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chestertown, MD and has over 24 years of experience in the finance industry.
Mary Valliant (CRD# 727767) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chestertown, MD and has over 29 years of experience in the finance industry.
Crystal Van Lenten (CRD# 6144970) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, DE and has over 6 years of experience in the finance industry.
Peter Vanderkley (CRD# 4310275) is an Investment Advisor Representative working at Lpl Financial LLC in Newark, DE and has over 23 years of experience in the finance industry.
David Vari (CRD# 5619547) is an Investment Advisor Representative working at Pnc Investments in Bear, DE and has over 15 years of experience in the finance industry.
Ronald Vascik (CRD# 4400753) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 22 years of experience in the finance industry.
Carlos Ward (CRD# 2208267) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Middletown, DE and has over 32 years of experience in the finance industry. Carlos Ward 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.