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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 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.
Craig Booth (CRD# 2314232) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Salisbury, MD and has over 31 years of experience in the finance industry.
William Booth (CRD# 2316671) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 31 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.
Frank Brittingham (CRD# 1005692) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salisbury, MD and has over 29 years of experience in the finance industry.
Kara Burt (CRD# 6706203) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Easton, MD and has over 6 years of experience in the finance industry.
Thomas Campi (CRD# 4272965) is an Investment Advisor Representative working at Index Portfolio Tools Advisors in Easton, MD and has over 23 years of experience in the finance industry. Thomas Campi 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.
Osborne Christensen (CRD# 846800) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Salisbury, MD and has over 12 years of experience in the finance industry.