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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
Robert Fraim (CRD# 1276954) is an Investment Advisor Representative working at Level Four Advisory Services in Roanoke, VA and has over 39 years of experience in the finance industry.
Sean Francisco (CRD# 2702853) is an Investment Advisor Representative working at Lpl Financial LLC in Roanoke, VA and has over 27 years of experience in the finance industry.
Christopher Gibson (CRD# 2433219) is an Investment Advisor Representative working at Lpl Financial LLC in Altavista, VA and has over 27 years of experience in the finance industry.
Carl Grove (CRD# 4830637) is an Investment Advisor Representative working at Edward Jones in Roanoke, VA and has over 19 years of experience in the finance industry.
Margaret Gugliotta (CRD# 4725327) is an Investment Advisor Representative working at Lpl Financial LLC in Lynchburg, VA and has over 20 years of experience in the finance industry.
John Hall (CRD# 6123589) is an Investment Advisor Representative working at Lynchburg Wealth Management in Lynchburg, VA and has over 12 years of experience in the finance industry. John Hall 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.
Abram Halterman (CRD# 5706144) is an Investment Advisor Representative working at Davenport & Company LLC in Lynchburg, VA and has over 14 years of experience in the finance industry.
Ian Hamre (CRD# 6312620) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Roanoke, VA and has over 9 years of experience in the finance industry.
Chelsea Hanson (CRD# 7000400) is an Investment Advisor Representative working at D.a. Davidson & Company in Lynchburg, VA and has over 5 years of experience in the finance industry.
Kenneth Harvey (CRD# 3106294) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lynchburg, VA and has over 25 years of experience in the finance industry.