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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
Norman Stern (CRD# 1884329) is an Investment Advisor Representative working at Commonwealth Financial Network in Harrisonburg, VA and has over 35 years of experience in the finance industry. Norman Stern 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.
Larry Straley (CRD# 1588154) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Greenville, VA and has over 37 years of experience in the finance industry.
Kenneth Surber (CRD# 1533864) is an Investment Advisor Representative working at Edward Jones in Harrisonburg, VA and has over 37 years of experience in the finance industry.
Philip Swann (CRD# 6638743) is an Investment Advisor Representative working at Well-planned Financial LLC in Staunton, VA and has over 9 years of experience in the finance industry.
Michael Swinson (CRD# 6635930) is an Investment Advisor Representative working at Edward Jones in Staunton, VA and has over 7 years of experience in the finance industry.
Neal Tarbox (CRD# 2397863) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Harrisonburg, VA and has over 30 years of experience in the finance industry.
Jared Troutman (CRD# 6680916) is an Investment Advisor Representative working at Prudential Financial Planning Services in Harrisonburg, VA and has over 7 years of experience in the finance industry. Jared Troutman 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.
Karen Tupitza (CRD# 1936018) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Staunton, VA and has over 34 years of experience in the finance industry. Karen Tupitza 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.
Daniel Uribe (CRD# 5431025) is an Investment Advisor Representative working at Private Advisor Group, LLC in Harrisonburg, VA and has over 15 years of experience in the finance industry.
Christine Vanpelt (CRD# 4847691) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harrisonburg, VA and has over 19 years of experience in the finance industry.