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Distance Only Lynchburg, VA
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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
Russell Davidson (CRD# 5651783) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 23 years of experience in the finance industry.
Christian De Paul (CRD# 2246791) is an Investment Advisor Representative working at Lpl Financial LLC in Lynchburg, VA and has over 31 years of experience in the finance industry. Christian De Paul 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.
Jacob Favaro (CRD# 6520497) is an Investment Advisor Representative working at Brown Edwards Wealth Strategies in Lynchburg, VA and has 1 year of experience in the finance industry. Jacob Favaro 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 Flippin (CRD# 5091189) is an Investment Advisor Representative working at Captrust in Lynchburg, VA and has over 18 years of experience in the finance industry. John Flippin 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.
Margaret Gugliotta (CRD# 4725327) is an Investment Advisor Representative working at Lpl Financial LLC in Lynchburg, VA and has over 20 years of experience in the finance industry.
John Hall (CRD# 6123589) is an Investment Advisor Representative working at Lynchburg Wealth Management in Lynchburg, VA and has over 12 years of experience in the finance industry. John Hall 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.
Abram Halterman (CRD# 5706144) is an Investment Advisor Representative working at Davenport & Company LLC in Lynchburg, VA and has over 14 years of experience in the finance industry.
Chelsea Hanson (CRD# 7000400) is an Investment Advisor Representative working at D.a. Davidson & Company in Lynchburg, VA and has over 5 years of experience in the finance industry.
Kenneth Harvey (CRD# 3106294) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lynchburg, VA and has over 25 years of experience in the finance industry.
Jeffrey Helgeson (CRD# 1960161) is an Investment Advisor Representative working at Stonex Advisors Inc. in Lynchburg, VA and has over 34 years of experience in the finance industry.