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Distance Only Crozet, VA
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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
Timothy Armstrong (CRD# 1901167) is an Investment Advisor Representative working at Armstrong Financial, Inc. in Crozet, VA and has over 34 years of experience in the finance industry. Timothy Armstrong 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.
Thomas Grinnell (CRD# 4540693) is an Investment Advisor Representative working at Sherpa Financial Guides, Inc. in Crozet, VA and has over 21 years of experience in the finance industry.
Samuel Harris (CRD# 4005743) is an Investment Advisor Representative working at Patina Wealth in Crozet, VA and has over 8 years of experience in the finance industry.
Megan Wiley (CRD# 6338913) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Crozet, VA and has over 8 years of experience in the finance industry. Megan Wiley 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.
Stephanie Bosserman (CRD# 6180283) is an Investment Advisor Representative working at Hunter Lewis LLC in Crozet, VA and has 1 year of experience in the finance industry.
Colin Page (CRD# 7665378) is an Investment Advisor Representative working at Oakleigh Wealth Services in Crozet, VA and has 1 year of experience in the finance industry. Colin Page 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 Peace (CRD# 7650175) is an Investment Advisor Representative working at Hunter Lewis LLC in Crozet, VA and has 1 year of experience in the finance industry.