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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
Robert Morgan (CRD# 7220719) is an Investment Advisor Representative working at Avantax Advisory Services in Galax, VA and has over 2 years of experience in the finance industry.
Roger Perkins (CRD# 7713351) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Blacksburg, VA and has 1 year of experience in the finance industry.
Rachel Potters (CRD# 7477043) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has over 2 years of experience in the finance industry.
Jonathan Rosche (CRD# 2628688) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Christiansburg, VA and has over 12 years of experience in the finance industry.
Kelly Ryan (CRD# 7264930) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has over 2 years of experience in the finance industry.
Brandon Semones (CRD# 4438596) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Blacksburg, VA and has over 22 years of experience in the finance industry.
Anthony Shinault (CRD# 7071342) is an Investment Advisor Representative working at Avantax Advisory Services in Galax, VA and has over 4 years of experience in the finance industry. Anthony Shinault 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.
Joshua Smith (CRD# 6336820) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Radford, VA and has over 3 years of experience in the finance industry.
Zachary Smith (CRD# 6959970) is an Investment Advisor Representative working at The Kelly Group in Blacksburg, VA and has over 4 years of experience in the finance industry. Zachary Smith 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.
Justin Stone (CRD# 7557083) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Radford, VA and has 1 year of experience in the finance industry.