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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
Courtney Abrecht (CRD# 5165082) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Frederick, MD and has over 17 years of experience in the finance industry.
Joel Albert (CRD# 6083715) is an Investment Advisor Representative working at Eagle Strategies LLC in Frederick, MD and has over 11 years of experience in the finance industry.
Tj Atkinson (CRD# 1225759) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frederick, MD and has over 40 years of experience in the finance industry.
Elchin Bagirov (CRD# 4922003) is an Investment Advisor Representative working at Morgan Stanley in Frederick, MD and has over 18 years of experience in the finance industry.
Kelly Batey (CRD# 2949364) is an Investment Advisor Representative working at Lpl Financial LLC in Frederick, MD and has over 26 years of experience in the finance industry.
Gregory Beal (CRD# 2715439) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Frederick, MD and has over 28 years of experience in the finance industry.
Keenan Becker (CRD# 6077641) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frederick, MD and has over 11 years of experience in the finance industry.
Roy Beyer (CRD# 2513462) is an Investment Advisor Representative working at Priority Financial Advisors, LLC in Frederick, MD and has over 29 years of experience in the finance industry.
Robert Brill (CRD# 4434008) is an Investment Advisor Representative working at Pnc Investments in Frederick, MD and has over 12 years of experience in the finance industry. Robert Brill 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.
Tracy Bush (CRD# 2133258) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Frederick, MD and has over 30 years of experience in the finance industry.