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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
Matthew Burkey (CRD# 5499205) is an Investment Advisor Representative working at Edward Jones in Lynchburg, VA and has over 15 years of experience in the finance industry.
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.
Sarah Burnett (CRD# 2158306) is an Investment Advisor Representative working at Montvue Capital Management, Inc. in Lynchburg, VA and has over 32 years of experience in the finance industry.
David Camper (CRD# 2942105) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Roanoke, VA and has over 19 years of experience in the finance industry.
William Capshaw (CRD# 5725314) is an Investment Advisor Representative working at Davenport & Company LLC in Lynchburg, VA and has over 14 years of experience in the finance industry.
David Carter (CRD# 1097964) is an Investment Advisor Representative working at Prudential Financial Planning Services in Forest, VA and has over 40 years of experience in the finance industry.
Don Carter (CRD# 6269363) is an Investment Advisor Representative working at D.a. Davidson & Company in Lynchburg, VA and has over 10 years of experience in the finance industry. Don Carter 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.
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.
George Caylor (CRD# 810069) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Lynchburg, VA and has over 36 years of experience in the finance industry.
Melanie Chenault (CRD# 2518036) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lynchburg, VA and has over 21 years of experience in the finance industry.