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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
Craig Mohr (CRD# 1595636) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fredericksburg, VA and has over 37 years of experience in the finance industry.
William Murray (CRD# 4809290) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 19 years of experience in the finance industry.
Donald Newlin (CRD# 347056) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fredericksburg, VA and has over 35 years of experience in the finance industry.
Elizabeth O'reilly Pate (CRD# 4764122) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fredericksburg, VA and has over 20 years of experience in the finance industry.
Melanie Ochs (CRD# 6868117) is an Investment Advisor Representative working at Edward Jones in Fredericksburg, VA and has over 6 years of experience in the finance industry.
Joseph Omalley (CRD# 2249588) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fredericksburg, VA and has over 31 years of experience in the finance industry.
Michael Omalley (CRD# 3216997) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fredericksburg, VA and has over 25 years of experience in the finance industry.
Jacob Palmer (CRD# 7035550) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fredericksburg, VA and has over 5 years of experience in the finance industry.
Andre Pineda (CRD# 4573625) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 21 years of experience in the finance industry.
Addison Pock (CRD# 5949805) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fredericksburg, VA and has over 12 years of experience in the finance industry. Addison Pock 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.