-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Donna Lail (CRD# 1876554) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frederick, MD and has over 35 years of experience in the finance industry.
Kurt Lalomia (CRD# 1926472) is an Investment Advisor Representative working at Turning Point Financial in Frederick, MD and has over 29 years of experience in the finance industry. Kurt Lalomia 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.
Thomas Lane (CRD# 1126084) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Frederick, MD and has over 40 years of experience in the finance industry.
Matthew Larsen (CRD# 6099240) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frederick, MD and has over 10 years of experience in the finance industry.
Peter Loysen (CRD# 5222626) is an Investment Advisor Representative working at Edward Jones in Frederick, MD and has over 16 years of experience in the finance industry.
Justin Martin (CRD# 6833745) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Frederick, MD and has over 6 years of experience in the finance industry.
Augustus Martz (CRD# 5648121) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Frederick, MD and has over 15 years of experience in the finance industry.
Mark Mayer (CRD# 4183123) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Frederick, MD and has over 23 years of experience in the finance industry. Mark Mayer 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.
Paul McArthur (CRD# 4836288) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Frederick, MD and has over 19 years of experience in the finance industry.