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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
Richard Allen (CRD# 4593517) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 21 years of experience in the finance industry.
Lori Allison (CRD# 4006962) is an Investment Advisor Representative working at The Strategic Financial Alliance in Fairfax, VA and has over 24 years of experience in the finance industry. Lori Allison 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.
Eduardo Alzona (CRD# 5604417) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 15 years of experience in the finance industry.
Mark Amberg (CRD# 2481269) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Alexandria, VA and has over 29 years of experience in the finance industry. Mark Amberg 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.
John Anderson (CRD# 4732752) is an Investment Advisor Representative working at Equitable Advisors, LLC in Washington, DC and has over 20 years of experience in the finance industry.
Ross Anderson (CRD# 5483452) is an Investment Advisor Representative working at Craftwork Capital LLC in Alexandria, VA and has over 15 years of experience in the finance industry. Ross Anderson 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.
Francisco Anguita Veliz (CRD# 5347430) is an Investment Advisor Representative working at Amauta Financial in Alexandria, VA and has over 15 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...
Jeffrey Armstrong (CRD# 2808264) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 21 years of experience in the finance industry.
Thomas Arnold (CRD# 3202136) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fairfax, VA and has over 23 years of experience in the finance industry.