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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
Bruce Lemley (CRD# 2972820) is an Investment Advisor Representative working at Bay Rivers Group Wealth Partners in Williamsburg, VA and has over 26 years of experience in the finance industry. Bruce Lemley 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 Leonard (CRD# 6230977) is an Investment Advisor Representative working at Baker Asset Management, LLC in Williamsburg, VA and has over 10 years of experience in the finance industry.
Harold Lewis (CRD# 1055500) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Williamsburg, VA and has over 40 years of experience in the finance industry.
Charles Lucy (CRD# 1603851) is an Investment Advisor Representative working at Bay Rivers Group Wealth Partners in Williamsburg, VA and has over 27 years of experience in the finance industry. Charles Lucy 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.
Victoria Lyttle (CRD# 2894217) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has over 26 years of experience in the finance industry.
Thomas Macdonnell (CRD# 1924888) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Williamsburg, VA and has over 27 years of experience in the finance industry.
Kevin Mallory (CRD# 6791049) is an Investment Advisor Representative working at Mml Investors Services, LLC in Williamsburg, VA and has over 6 years of experience in the finance industry.
Brian Manetz (CRD# 2247773) is an Investment Advisor Representative working at Davenport & Company LLC in Kilmarnock, VA and has over 31 years of experience in the finance industry.
Stephen Mattheisen (CRD# 1082916) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 41 years of experience in the finance industry.
Cathleen McCloy (CRD# 1198681) is an Investment Advisor Representative working at Private Advisor Group, LLC in Cape Charles, VA and has over 40 years of experience in the finance industry. Cathleen McCloy 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.