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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
Jeffrey Smith (CRD# 5021497) is an Investment Advisor Representative working at The Retirement Smith LLC in Fredericksburg, VA and has over 6 years of experience in the finance industry.
Josette Smith (CRD# 4403152) is an Investment Advisor Representative working at The Strategic Financial Alliance in Fredericksburg, VA and has over 20 years of experience in the finance industry.
Douglas Stewart (CRD# 1478381) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 37 years of experience in the finance industry.
Victoria Thorpe (CRD# 5715513) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fredericksburg, VA and has over 14 years of experience in the finance industry.
Edward Vollbrecht (CRD# 5373823) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fredericksburg, VA and has over 16 years of experience in the finance industry.
Aric Wagner (CRD# 2267313) is an Investment Advisor Representative working at Davenport & Company LLC in Fredericksburg, VA and has over 31 years of experience in the finance industry.
Daniel Whitley (CRD# 6107731) is an Investment Advisor Representative working at Edward Jones in Fredericksburg, VA and has over 11 years of experience in the finance industry.
Charles Williams (CRD# 1968026) is an Investment Advisor Representative working at Edward Jones in Fredericksburg, VA and has over 34 years of experience in the finance industry.
Zachary Capozza (CRD# 7221020) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fredericksburg, VA and has over 3 years of experience in the finance industry.
Luciano Denegri (CRD# 7182515) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fredericksburg, VA and has over 4 years of experience in the finance industry.