Distance Metro area (25 miles)
- 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
Amanda Haack (CRD# 5602501) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grafton, VA and has over 8 years of experience in the finance industry.
Robert Turner (CRD# 2303036) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Grafton, VA and has over 25 years of experience in the finance industry.
Oscar N. Alvarez (CRD# 2396863) is an Registered Investment Advisor in the state of Virginia and owner of Pathway Financial Planning, Inc. in Newport News, VA. Oscar has over 23 years of experience in the finance industry. Oscar Alvarez 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 putclients' interests first and comply with...
Daniel Joss (CRD# 4530542) is an Investment Advisor Representative working at the Joss Financial Group (JFG). JFG is a fee-only Wealth Management firm offering financial life planning and investment management services to a diverse group of clients. Current clients live in Arizona, District of Columbia, Florida, Hawaii, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania, Virginia, and Washington state. They range from those in the greatest generation to generation Y, who represent the medical and legal professions; private, government, and non-profit sectors; entrepreneurs; business...
We are a leading financial services and wealth management firm located in Virginia Beach, Virginia. Our unique Envision Advantage process keeps the facets of your financial life working well together as your life unfolds and your needs evolve. Working with an experienced financial advisory team may prove to be one of the most important professional relationships in your life and it is becoming more difficult to differentiate among all of the "advisors" available in the marketplace today. Lets face it: on the surface, we all look the same, but there are significant differences that make Envision...
Wayne Berry (CRD# 1710978) is an Investment Advisor Representative working at Virginia Capital Management Group Inc. in Virginia Beach, VA and has 46 years of experience in the finance industry.
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...
Brian Machamer (CRD# 2858411) is an registered Investment Advisor, Founder and President of Riverside Investment Partners, Inc. in Newport News, VA and has over 19 years of experience in the finance industry.
At Riverside Investment Partners, we practice the Golden Rules of Investment Advising, that is we give advice as we would want to be advised. We manage four investment strategies on behalf of our clients and exercise descretionary trading to keep all clients properly invested at all times.
Michael Murphy (CRD# 4675462) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Chesapeake, VA and has over 14 years of experience in the finance industry.