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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
John Li (CRD# 1015731) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lewes, DE and has over 42 years of experience in the finance industry.
Mason Little (CRD# 2123692) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salisbury, MD and has over 33 years of experience in the finance industry.
Daniel Livingston (CRD# 2923687) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, MD and has over 26 years of experience in the finance industry. Daniel Livingston 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.
Kyle Livingston (CRD# 5577645) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, MD and has over 10 years of experience in the finance industry.
Michael Loftus (CRD# 3080317) is an Investment Advisor Representative working at Loftus Wealth Strategies in Bethany Beach, DE and has over 25 years of experience in the finance industry.
Jonathan Lokken (CRD# 2956806) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 26 years of experience in the finance industry.
Timothy Lund (CRD# 2313247) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocean City, MD and has over 24 years of experience in the finance industry.
Craig Lusco (CRD# 2926381) is an Investment Advisor Representative working at Wells Fargo Advisors in Lewes, DE and has over 26 years of experience in the finance industry.
Justin Lynam (CRD# 5270346) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lewes, DE and has over 5 years of experience in the finance industry.
Janet Maher (CRD# 3203800) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has over 17 years of experience in the finance industry.