-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Bailey (CRD# 2963249) is an Investment Advisor Representative working at Torray Investment Partners LLC in Bethesda, MD and has over 26 years of experience in the finance industry.
David Baker (CRD# 6819612) is an Investment Advisor Representative working at Edward Jones in Middletown, MD and has over 6 years of experience in the finance industry.
Gregory Baker (CRD# 1061762) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 40 years of experience in the finance industry.
Lewis Baker (CRD# 2543651) is an Investment Advisor Representative working at Rock Creek Wealth Planners And Advisors LLC in Silver Spring, MD and has over 29 years of experience in the finance industry. Lewis Baker 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 Baker (CRD# 5177191) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 16 years of experience in the finance industry.
Robert Baker (CRD# 6231831) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 10 years of experience in the finance industry.
Stacy Bakri (CRD# 4179467) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 23 years of experience in the finance industry. Stacy Bakri 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.
Michelle Balfe (CRD# 4576033) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rockville, MD and has over 19 years of experience in the finance industry.
Daniel Ball (CRD# 6565538) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 7 years of experience in the finance industry.
Megan Ballogdajan (CRD# 5169011) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 17 years of experience in the finance industry.