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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
John Aras (CRD# 1271914) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Annapolis, MD and has over 39 years of experience in the finance industry.
Ian Arrowsmith (CRD# 2730531) is an Investment Advisor Representative working at Scarborough Capital Management in Annapolis, MD and has over 27 years of experience in the finance industry.
Thomas Axline (CRD# 2178677) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 32 years of experience in the finance industry. Thomas Axline 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.
Allen Ayers (CRD# 4597877) is an Investment Advisor Representative working at Foundation Wealth & Tax Advisors, LLC in Annapolis, MD and has 1 year of experience in the finance industry. Allen Ayers 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.
Charles Bailey (CRD# 4582281) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Arnold, MD and has over 21 years of experience in the finance industry.
Shawn Baker (CRD# 2643870) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 28 years of experience in the finance industry.
Donald Balderson (CRD# 6729011) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Bowie, MD and has over 7 years of experience in the finance industry.
Francis Barbieri (CRD# 4460435) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 22 years of experience in the finance industry. Francis Barbieri 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.
Crystal Barker (CRD# 4874570) is an Investment Advisor Representative working at Edward Jones in Dunkirk, MD and has over 15 years of experience in the finance industry. Crystal Barker 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.
Donna Barksdale (CRD# 5972024) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 12 years of experience in the finance industry.