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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
Becky Lynch (CRD# 1899295) is an Investment Advisor Representative working at Calton & Associates, Inc. in Hagerstown, MD and has over 35 years of experience in the finance industry.
Thomas Maiden (CRD# 1955506) is an Investment Advisor Representative working at Mission:advice in Shepherdstown, WV and has over 34 years of experience in the finance industry. Thomas Maiden 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.
Phillip McCoy (CRD# 5957445) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Martinsburg, WV and has over 12 years of experience in the finance industry.
Brian McDonald (CRD# 5140686) is an Investment Advisor Representative working at Edward Jones in Purcellville, VA and has over 17 years of experience in the finance industry.
Cort Meinelschmidt (CRD# 4757304) is an Investment Advisor Representative working at Sentinel Capital Solutions in Hagerstown, MD and has over 20 years of experience in the finance industry.
Christopher Merchant (CRD# 5522616) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winchester, VA and has over 15 years of experience in the finance industry. Christopher Merchant 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.
Dena Morgan (CRD# 6924623) is an Investment Advisor Representative working at Edward Jones in Martinsburg, WV and has over 5 years of experience in the finance industry.
Kelsi Munson (CRD# 6188951) is an Investment Advisor Representative working at Edward Jones in Hagerstown, MD and has over 5 years of experience in the finance industry.
David Neterer (CRD# 2388636) is an Investment Advisor Representative working at Lpl Financial LLC in Hagerstown, MD and has over 30 years of experience in the finance industry.
Jeremy Nichols (CRD# 4632489) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has over 20 years of experience in the finance industry. Jeremy Nichols 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.