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Distance Only Columbia, MD
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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
Roger Desai (CRD# 2454893) is an Investment Advisor Representative working at Lynx Investment Advisory, LLC in Columbia, MD and has over 27 years of experience in the finance industry.
Jonathan Dickey (CRD# 2721680) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbia, MD and has over 28 years of experience in the finance industry.
Matthew Diehl (CRD# 5791255) is an Investment Advisor Representative working at Advice And Planning Services in Columbia, MD and has over 13 years of experience in the finance industry.
Jason Ditto (CRD# 4027616) is an Investment Advisor Representative working at Mml Investors Services, LLC in Columbia, MD and has over 21 years of experience in the finance industry.
Darrel Drown (CRD# 2125742) is an Investment Advisor Representative working at Vicus Capital, Inc. in Columbia, MD and has over 32 years of experience in the finance industry. Darrel Drown 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.
Travis Drown (CRD# 5385802) is an Investment Advisor Representative working at Vicus Capital, Inc. in Columbia, MD and has over 9 years of experience in the finance industry.
Evan Eidelberg (CRD# 6783430) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 6 years of experience in the finance industry.
William Eitze (CRD# 2657516) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbia, MD and has over 28 years of experience in the finance industry. William Eitze 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.
Sean Eldred (CRD# 4637678) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, MD and has over 12 years of experience in the finance industry. Sean Eldred 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.
Kelley Fant (CRD# 5508417) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Columbia, MD and has over 13 years of experience in the finance industry.