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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
Jonathan Bailey (CRD# 7028921) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has 1 year of experience in the finance industry. Jonathan Bailey 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.
Dana Baker (CRD# 2699587) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Richmond, VA and has over 11 years of experience in the finance industry.
Joseph Baker (CRD# 5601862) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Richmond, VA and has over 15 years of experience in the finance industry.
Hylah Ballowe (CRD# 2533434) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 29 years of experience in the finance industry.
John Baron (CRD# 4334167) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Richmond, VA and has over 21 years of experience in the finance industry.
Caroline Baronian (CRD# 5935423) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has 1 year of experience in the finance industry.
Joseph Bartholomew (CRD# 2756380) is an Investment Advisor Representative working at Rockefeller Capital Management in Richmond, VA and has over 27 years of experience in the finance industry.
Richard Bartholomew (CRD# 4602974) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 21 years of experience in the finance industry. Richard Bartholomew 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.
Lee Batten (CRD# 3041658) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Richmond, VA and has over 9 years of experience in the finance industry.
Rebecca Baughman (CRD# 4915853) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richmond, VA and has over 18 years of experience in the finance industry.