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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
Patrick Beauchamp (CRD# 6870250) is an Investment Advisor Representative working at Lpl Financial LLC in Floyd, VA and has over 6 years of experience in the finance industry. Patrick Beauchamp 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.
David Cross (CRD# 5494047) is an Investment Advisor Representative working at Edward Jones in Floyd, VA and has over 7 years of experience in the finance industry.
Warner Williams (CRD# 5788570) is an Investment Advisor Representative working at Lpl Financial LLC in Floyd, VA and has over 13 years of experience in the finance industry.
David Blevins (CRD# 7648355) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Floyd, VA and has 1 year of experience in the finance industry.
Steven Agee (CRD# 6307186) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roanoke, VA and has over 9 years of experience in the finance industry.
Ronald Alley (CRD# 2238939) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Roanoke, VA and has over 31 years of experience in the finance industry.
Harvey Allison (CRD# 4073561) is an Investment Advisor Representative working at Eagle Strategies LLC in Roanoke, VA and has over 24 years of experience in the finance industry.
Ezra Amiss (CRD# 4449131) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roanoke, VA and has over 22 years of experience in the finance industry. Ezra Amiss 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.
Lisa Angle (CRD# 5185306) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roanoke, VA and has over 12 years of experience in the finance industry.
Amanda Ansell (CRD# 6976437) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has 1 year of experience in the finance industry. Amanda Ansell 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.