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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
Gregory Beane (CRD# 2095314) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Easton, MD and has over 33 years of experience in the finance industry.
Robert Bennett (CRD# 846798) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Easton, MD and has over 31 years of experience in the finance industry.
Raymond Book (CRD# 4399512) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 24 years of experience in the finance industry.
David Boothe (CRD# 4147880) is an Investment Advisor Representative working at Big Investment Services in Dover, DE and has over 23 years of experience in the finance industry.
Gray Boutte (CRD# 5433905) is an Investment Advisor Representative working at Morgan Stanley in Easton, MD and has over 16 years of experience in the finance industry.
Peter Boyle (CRD# 6868103) is an Investment Advisor Representative working at Morgan Stanley in Easton, MD and has over 6 years of experience in the finance industry. Peter Boyle 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.
Heinrich Brandt (CRD# 4089098) is an Investment Advisor Representative working at Brandt Wealth Advisors, LLC in Centreville, MD and has over 24 years of experience in the finance industry.
Charles Brohawn (CRD# 2202748) is an Investment Advisor Representative working at Prudential Financial Planning Services in Federalsburg, MD and has over 27 years of experience in the finance industry. Charles Brohawn 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.
James Brown (CRD# 3122597) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chester, MD and has over 17 years of experience in the finance industry.
Scott Brown (CRD# 4400748) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 24 years of experience in the finance industry.