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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
Bonnie Blaylock (CRD# 3162502) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newport News, VA and has over 25 years of experience in the finance industry. Bonnie Blaylock 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.
Stephanie Bonniville (CRD# 6415882) is an Investment Advisor Representative working at Edward Jones in Poquoson, VA and has over 9 years of experience in the finance industry.
Brian Booker (CRD# 4649011) is an Investment Advisor Representative working at Prosperity Wealth Management in Port Haywood, VA and has over 20 years of experience in the finance industry.
William Boyd (CRD# 2457694) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 30 years of experience in the finance industry.
Shelly Braden (CRD# 6397233) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has over 10 years of experience in the finance industry. Shelly Braden 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.
Sterling Brightman (CRD# 1780459) is an Investment Advisor Representative working at Axa Advisors, LLC in Yorktown, VA and has over 27 years of experience in the finance and insurance industry. I am extremely knowledgeable in Pension Distribution/Rollover Strategies and the Advanced Estate Planning. I conduct investment and financial planning seminars for local civic organizations and the military. I aIso conduct Continuing Education Credit seminars for local CPA’s and Attorney’s. I am well known among the Estate Planning Attorney’s in the area as a person very knowledgeable in Trust design...
Alan Broderick (CRD# 4221869) is an Investment Advisor Representative working at Bay Rivers Group Wealth Partners in Williamsburg, VA and has over 21 years of experience in the finance industry. Alan Broderick 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.
Donald Brown (CRD# 1667978) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Williamsburg, VA and has over 36 years of experience in the finance industry.
Katherine Brown (CRD# 4311348) is an Investment Advisor Representative working at Joss Brown Wealth Advisors in Newport News, VA and has over 23 years of experience in the finance industry. Katherine Brown 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.
Sarah Browning (CRD# 3030989) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Yorktown, VA and has over 22 years of experience in the finance industry.