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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
John Showalter (CRD# 3110703) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Waynesboro, VA and has over 25 years of experience in the finance industry.
Lynn Sisson Debord (CRD# 2873282) is an Investment Advisor Representative working at Lpl Financial LLC in Staunton, VA and has over 23 years of experience in the finance industry.
William Sowers (CRD# 7012269) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Staunton, VA and has over 5 years of experience in the finance industry.
Thomas Soyars (CRD# 5150504) is an Investment Advisor Representative working at Edward Jones in Waynesboro, VA and has over 17 years of experience in the finance industry.
Larry Straley (CRD# 1588154) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Greenville, VA and has over 37 years of experience in the finance industry.
Philip Swann (CRD# 6638743) is an Investment Advisor Representative working at Well-planned Financial LLC in Staunton, VA and has over 8 years of experience in the finance industry.
Michael Swinson (CRD# 6635930) is an Investment Advisor Representative working at Edward Jones in Staunton, VA and has over 7 years of experience in the finance industry.
Karen Tupitza (CRD# 1936018) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Staunton, VA and has over 34 years of experience in the finance industry. Karen Tupitza 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.
David Wall (CRD# 5835931) is an Investment Advisor Representative working at Edward Jones in Waynesboro, VA and has over 13 years of experience in the finance industry.
Robert Wheatley (CRD# 4037199) is an Investment Advisor Representative working at Edward Jones in Bridgewater, VA and has over 24 years of experience in the finance industry.