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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
Nicholas Aberegg (CRD# 5431528) is an Investment Advisor Representative working at Equitable Advisors, LLC in Martinsburg, WV and has over 16 years of experience in the finance industry.
Courtney Abrecht (CRD# 5165082) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Frederick, MD and has over 17 years of experience in the finance industry.
Ashley Adams (CRD# 6670800) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 7 years of experience in the finance industry. Ashley Adams 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.
Jonathan Adams (CRD# 2371031) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 30 years of experience in the finance industry.
Matthew Agada (CRD# 6779243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Germantown, MD and has over 5 years of experience in the finance industry.
Charles Akre (CRD# 2211) is an Investment Advisor Representative working at Akre Capital Management, LLC in Middleburg, VA and has over 30 years of experience in the finance industry.
Joel Albert (CRD# 6083715) is an Investment Advisor Representative working at Eagle Strategies LLC in Frederick, MD and has over 11 years of experience in the finance industry.
Sarah Albritton (CRD# 6708043) is an Investment Advisor Representative working at The Hoerner Planning Group, LLC in Middleburg, VA and has 1 year of experience in the finance industry. Sarah Albritton 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 Allen (CRD# 4651395) is an Investment Advisor Representative working at Allen Investment Management in Leesburg, VA and has over 20 years of experience in the finance industry.