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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
James Abercrombie (CRD# 2695770) is an Investment Advisor Representative working at Edward Jones in Danville, VA and has over 28 years of experience in the finance industry.
Paul Ashworth (CRD# 5019108) is an Investment Advisor Representative working at Davenport & Company LLC in Danville, VA and has over 18 years of experience in the finance industry.
Chris Bailey (CRD# 2367976) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Boston, VA and has over 30 years of experience in the finance industry.
Joshua Barrett (CRD# 5954684) is an Investment Advisor Representative working at Edward Jones in Danville, VA and has over 12 years of experience in the finance industry.
Terry Blakely (CRD# 3033485) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Danville, VA and has over 23 years of experience in the finance industry.
Kristine Boelte (CRD# 4556242) is an Investment Advisor Representative working at Boelte O'hara Wealth Management in Clarksville, VA and has over 21 years of experience in the finance industry. Kristine Boelte 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.
Dianna Burkholder (CRD# 4992409) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gretna, VA and has over 18 years of experience in the finance industry.
Gary Carroll (CRD# 4132815) is an Investment Advisor Representative working at Edward Jones in Danville, VA and has over 22 years of experience in the finance industry.
Jon Cassada (CRD# 5382247) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Danville, VA and has over 16 years of experience in the finance industry.
Randy Cassidy (CRD# 4450756) is an Investment Advisor Representative working at Edward Jones in Altavista, VA and has over 22 years of experience in the finance industry.