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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
Richard Harshman (CRD# 1785674) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cumberland, MD and has over 25 years of experience in the finance industry.
Mark Hillyard (CRD# 6148185) is an Investment Advisor Representative working at Edward Jones in Winchester, VA and has over 11 years of experience in the finance industry.
Robert Holmes (CRD# 1361476) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Winchester, VA and has over 38 years of experience in the finance industry.
James Imoh (CRD# 6654929) is an Investment Advisor Representative working at Edward Jones in Winchester, VA and has over 7 years of experience in the finance industry.
Susan Kagey (CRD# 2988540) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winchester, VA and has over 26 years of experience in the finance industry. Susan Kagey 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.
Christopher Kasecamp (CRD# 5875818) is an Investment Advisor Representative working at Lpl Financial LLC in Berkeley Springs, WV and has over 12 years of experience in the finance industry.
Matthew Kradel (CRD# 5922819) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Martinsburg, WV and has over 11 years of experience in the finance industry. Matthew Kradel 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.
Janice Kuhn (CRD# 2968191) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Winchester, VA and has over 25 years of experience in the finance industry.
Will Lawrence (CRD# 6703989) is an Investment Advisor Representative working at Edward Jones in Stephens City, VA and has over 7 years of experience in the finance industry.