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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
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.
Scott Brown (CRD# 4400748) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 24 years of experience in the finance industry.
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.
Colin Burke (CRD# 5224144) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 17 years of experience in the finance industry.
Joseph Calandra (CRD# 2143994) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lewes, DE and has over 32 years of experience in the finance industry. Joseph Calandra 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.
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.
Christopher Clifford (CRD# 6353861) is an Investment Advisor Representative working at Pnc Investments in Dover, DE and has over 9 years of experience in the finance industry.
Derek Clifton (CRD# 4887420) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has over 19 years of experience in the finance industry.
H Connell (CRD# 1191248) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, DE and has over 34 years of experience in the finance industry.