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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
Curtis Pilson (CRD# 1853722) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Collinsville, VA and has over 35 years of experience in the finance industry. Curtis Pilson 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.
Michael Avina (CRD# 1379943) is an Investment Advisor Representative working at Edward Jones in Eden, NC and has over 38 years of experience in the finance industry.
Patrick Beauchamp (CRD# 6870250) is an Investment Advisor Representative working at Lpl Financial LLC in Floyd, VA and has over 6 years of experience in the finance industry. Patrick Beauchamp 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.
Dyanna Bogaert (CRD# 5346572) is an Investment Advisor Representative working at Edward Jones in Eden, NC and has over 10 years of experience in the finance industry.
Bronson Boone (CRD# 7043474) is an Investment Advisor Representative working at Edward Jones in Rocky Mount, VA and has over 5 years of experience in the finance industry.
Robert Chedester (CRD# 6640987) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Stuart, VA and has over 7 years of experience in the finance industry.
David Cross (CRD# 5494047) is an Investment Advisor Representative working at Edward Jones in Floyd, VA and has over 7 years of experience in the finance industry.
Garrett Doninger (CRD# 2487009) is an Investment Advisor Representative working at Creative Asset Management in Penhook, VA and has over 14 years of experience in the finance industry.
Matthew Erikson (CRD# 2489724) is an Investment Advisor Representative working at Edward Jones in Martinsville, VA and has over 29 years of experience in the finance industry. Matthew Erikson 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.
Lori Frise (CRD# 5273909) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Martinsville, VA and has over 17 years of experience in the finance industry.