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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
David Rodriguez (CRD# 7316958) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Berlin, MD and has over 3 years of experience in the finance industry.
Peter Scott (CRD# 7487004) is an Investment Advisor Representative working at Morgan Stanley in Salisbury, MD and has over 2 years of experience in the finance industry.
Luke Smith (CRD# 6990981) is an Investment Advisor Representative working at Wealthspire Advisors in Salisbury, MD and has over 5 years of experience in the finance industry. Luke Smith 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.
Joshua Thomas (CRD# 5842545) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Salisbury, MD and has over 13 years of experience in the finance industry.
Kevin Thompson (CRD# 7245754) is an Investment Advisor Representative working at Edward Jones in Millsboro, DE and has over 3 years of experience in the finance industry.
Marina Townsend (CRD# 6455987) is an Investment Advisor Representative working at Lpl Financial LLC in Delmar, DE and has over 8 years of experience in the finance industry.
Allyson Wade (CRD# 6994103) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Salisbury, MD and has over 4 years of experience in the finance industry.
Durene Wilhelmi (CRD# 7391593) is an Investment Advisor Representative working at Nfp Retirement Inc. in Salisbury, MD and has over 2 years of experience in the finance industry.