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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
Scott Koehn (CRD# 2952388) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waynesboro, VA and has over 26 years of experience in the finance industry.
Patricia Koogler (CRD# 2493942) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waynesboro, VA and has over 29 years of experience in the finance industry.
Stephen Krech (CRD# 2436653) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harrisonburg, VA and has over 30 years of experience in the finance industry.
Joshua Kyger (CRD# 5918892) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harrisonburg, VA and has over 11 years of experience in the finance industry. Joshua Kyger 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.
Dale Lam (CRD# 3265572) is an Investment Advisor Representative working at Strategent Financial, LLC in Harrisonburg, VA and has over 15 years of experience in the finance industry. Dale Lam 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.
Marlana Lancaster (CRD# 5148310) is an Investment Advisor Representative working at Lpl Financial LLC in Waynesboro, VA and has over 14 years of experience in the finance industry.
Hugh Lantz (CRD# 1237654) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Harrisonburg, VA and has over 40 years of experience in the finance industry.
David Larson (CRD# 4501375) is an Investment Advisor Representative working at Lpl Financial LLC in Harrisonburg, VA and has over 21 years of experience in the finance industry. David Larson 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.
Judith Leeth (CRD# 6445594) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harrisonburg, VA and has over 5 years of experience in the finance industry.
Jeffrey Lenhart (CRD# 6996375) is an Investment Advisor Representative working at Graves Light Lenhart in Harrisonburg, VA and has over 5 years of experience in the finance industry. Jeffrey Lenhart 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.