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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
Keith Apton (CRD# 4492128) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 22 years of experience in the finance industry.
David B. Armstrong is President and Co-founder of Monument Wealth Management, a registered investment advisor (RIA) located in Old Town Alexandria. Founded in 2008, Monument is an independent financial advisory firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.
Recognized as by the Washington Business Journal as a Best Place to Work in DC every year since 2013, we share a unique culture and team-based perspective to creating solutions for our clients. Please see our videos and...
James Arrison (CRD# 5049295) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 18 years of experience in the finance industry.
Darren Aversa (CRD# 5737138) is an Investment Advisor Representative working at Edward Jones in Alexandria, VA and has over 14 years of experience in the finance industry.
Thomas Axline (CRD# 2178677) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 32 years of experience in the finance industry. Thomas Axline 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.
Prem Bajaj (CRD# 4908908) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 18 years of experience in the finance industry.
Shawn Baker (CRD# 2643870) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 28 years of experience in the finance industry.
Stephen Baker (CRD# 1297507) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 29 years of experience in the finance industry.
Kristina Bakis (CRD# 4999942) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 18 years of experience in the finance industry.
George Balboa (CRD# 2180684) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 32 years of experience in the finance industry.