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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
Bruce Kramer (CRD# 6520828) is an Investment Advisor Representative working at Greenwich Financial Advisors, LLC in Millsboro, DE and has over 8 years of experience in the finance industry.
Kari Kroll (CRD# 5749875) is an Investment Advisor Representative working at Lpl Financial LLC in Dover, DE and has over 13 years of experience in the finance industry. Kari Kroll 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.
Robert Lank (CRD# 3168319) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Seaford, DE and has over 24 years of experience in the finance industry.
Christine Lawrence (CRD# 4619508) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 22 years of experience in the finance industry.
Patrick Lawrence (CRD# 4482644) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lewes, DE and has over 22 years of experience in the finance industry.
Sandra Lawter-Otoole (CRD# 3265657) is an Investment Advisor Representative working at Principal Securities, Inc. in Dover, DE and has over 24 years of experience in the finance industry. Sandra Lawter-Otoole 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.
Lauren Lerch (CRD# 6287255) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Preston, MD and has over 7 years of experience in the finance industry.
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.
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.
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.