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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
John Mason (CRD# 5809825) is an Investment Advisor Representative working at Mason & Associates, LLC in Newport News, VA and has over 13 years of experience in the finance industry. John Mason 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.
Kenneth Mason (CRD# 2062196) is an Investment Advisor Representative working at Mason & Associates, LLC in Newport News, VA and has over 31 years of experience in the finance industry.
Michael Mason (CRD# 1663788) is an Investment Advisor Representative working at Mason & Associates, LLC in Newport News, VA and has over 36 years of experience in the finance industry. Michael Mason 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.
James McCormick (CRD# 5912764) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 8 years of experience in the finance industry.
David McKnight (CRD# 2051705) is an Investment Advisor Representative working at Ultimate Retirement Products, Inc. in Williamsburg, VA and has over 33 years of experience in the finance industry. David McKnight 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.
Susan McLean (CRD# 1569046) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Newport News, VA and has over 37 years of experience in the finance industry. Susan McLean 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.
Michael McNulty (CRD# 1731691) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newport News, VA and has over 36 years of experience in the finance industry.
Carolyn Menker (CRD# 4850147) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has over 19 years of experience in the finance industry.
Warren Miller (CRD# 1034657) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Newport News, VA and has over 41 years of experience in the finance industry.
Matthew Morgan (CRD# 6446898) is an Investment Advisor Representative working at Commonwealth Financial Network in Williamsburg, VA and has over 8 years of experience in the finance industry. Matthew Morgan 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.