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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
Nicholas Craven (CRD# 6728337) is an Investment Advisor Representative working at Montgomery Financial in Ocean City, MD and has over 7 years of experience in the finance industry.
Matthew Danmyer (CRD# 6736301) is an Investment Advisor Representative working at Montgomery Financial in Ocean City, MD and has over 7 years of experience in the finance industry.
Karen Davis (CRD# 4262361) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Salisbury, MD and has over 16 years of experience in the finance industry.
Jeffrey De Prisco (CRD# 4500790) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salisbury, MD and has over 22 years of experience in the finance industry.
Linda Derickson (CRD# 2335572) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Salisbury, MD and has over 31 years of experience in the finance industry.
Gary Desjardins (CRD# 2442280) is an Investment Advisor Representative working at Wealthspire Advisors in Salisbury, MD and has over 30 years of experience in the finance industry. Gary Desjardins 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.
John Deysher (CRD# 1929026) is an Investment Advisor Representative working at Mml Investors Services, LLC in Salisbury, MD and has over 13 years of experience in the finance industry.
Christopher Doyle (CRD# 1689525) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Onancock, VA and has over 36 years of experience in the finance industry.
Carrie Dupuie (CRD# 5103829) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Berlin, MD and has over 18 years of experience in the finance industry.
Brian East (CRD# 3099168) is an Investment Advisor Representative working at Lpl Financial LLC in Accomac, VA and has over 25 years of experience in the finance industry. Brian East 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.