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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
Jerry Booth (CRD# 4401153) is an Investment Advisor Representative working at Lpl Financial LLC in Dagsboro, DE and has over 22 years of experience in the finance industry.
William Brooks (CRD# 4856808) is an Investment Advisor Representative working at Cl Wealth Management LLC in Rehoboth Beach, DE and has over 19 years of experience in the finance industry. William Brooks 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.
Stephanie Brown (CRD# 4933707) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Rehoboth Beach, DE and has over 9 years of experience in the finance industry.
Pia Calhoun (CRD# 2891666) is an Investment Advisor Representative working at Lpl Financial LLC in Millville, DE and has over 26 years of experience in the finance industry. Pia Calhoun 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.
Katy Cleary (CRD# 5875865) is an Investment Advisor Representative working at Lpl Financial LLC in Milton, DE and has over 11 years of experience in the finance industry.
Jessica Cox (CRD# 4903461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 14 years of experience in the finance industry.
Ann Crehan (CRD# 2808069) is an Investment Advisor Representative working at Edelman Financial Engines in Ocean View, DE and has over 27 years of experience in the finance industry. Ann Crehan 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 Crosby (CRD# 1131676) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Cape May Court House, NJ and has over 30 years of experience in the finance industry.
Michael De Marco (CRD# 3016321) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cape May Court House, NJ and has over 25 years of experience in the finance industry.
Bradford Donovan (CRD# 6303402) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 10 years of experience in the finance industry.