-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Dubrueler (CRD# 6895730) is an Investment Advisor Representative working at Alphastar Capital Management in Winchester, VA and has over 7 years of experience in the finance industry.
Sean Dudley (CRD# 4493062) is an Investment Advisor Representative working at Edward Jones in Winchester, VA and has over 22 years of experience in the finance industry.
Blaine Dunn (CRD# 1307909) is an Investment Advisor Representative working at Dunn Financial Advisors, LLC in Winchester, VA and has over 39 years of experience in the finance industry. Blaine Dunn 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.
Kristina Dunn (CRD# 4505389) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Cumberland, MD and has over 21 years of experience in the finance industry. Kristina Dunn 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.
Kelly Effland (CRD# 6493043) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Martinsburg, WV and has over 8 years of experience in the finance industry. Kelly Effland 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.
Rachel Elkins (CRD# 6297914) is an Investment Advisor Representative working at Edward Jones in Berryville, VA and has over 10 years of experience in the finance industry.
John Everson (CRD# 1444818) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Martinsburg, WV and has over 38 years of experience in the finance industry. John Everson 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.
Sy Farris (CRD# 5532725) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 15 years of experience in the finance industry.
Matthew Felten (CRD# 5179113) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 17 years of experience in the finance industry.
Amy Flores Velasquez (CRD# 5503909) is an Investment Advisor Representative working at Lpl Financial LLC in Winchester, VA and has over 15 years of experience in the finance industry.