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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
Michael Omalley (CRD# 3216997) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fredericksburg, VA and has over 25 years of experience in the finance industry.
Jacob Palmer (CRD# 7035550) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fredericksburg, VA and has over 5 years of experience in the finance industry.
David Parkinson (CRD# 2307888) is an Investment Advisor Representative working at Greylin Investment Management in Orange, VA and has over 31 years of experience in the finance industry.
Andre Pineda (CRD# 4573625) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 21 years of experience in the finance industry.
Addison Pock (CRD# 5949805) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fredericksburg, VA and has over 12 years of experience in the finance industry. Addison Pock 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.
Cathy Poe (CRD# 4585338) is an Investment Advisor Representative working at Level Four Advisory Services in Cuspeper, VA and has over 16 years of experience in the finance industry.
Ryan Poland (CRD# 6518633) is an Investment Advisor Representative working at Davenport & Company LLC in Fredericksburg, VA and has over 7 years of experience in the finance industry. Ryan Poland 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.
Hubert Ramey (CRD# 2930579) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bumpass, VA and has over 26 years of experience in the finance industry.
Cindy Rickett (CRD# 4724430) is an Investment Advisor Representative working at Edward Jones in Culpeper, VA and has over 20 years of experience in the finance industry.
Whitney Riley (CRD# 4693945) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Fredericksburg, VA and has over 20 years of experience in the finance industry.