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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
David Lewis (CRD# 5000836) is an Investment Advisor Representative working at Kuleana Capital Management LLC in Free Union, VA and has over 3 years of experience in the finance industry.
Lauren Macdonald (CRD# 7833653) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Vienna, VA and has 1 year of experience in the finance industry.
George Morris (CRD# 4294550) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waynesboro, VA and has over 23 years of experience in the finance industry.
Joseph Nesselrodt (CRD# 7774129) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waynesboro, VA and has 1 year of experience in the finance industry.
William Ostrander (CRD# 7538036) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Verona, VA and has 1 year of experience in the finance industry.
Colin Page (CRD# 7665378) is an Investment Advisor Representative working at Oakleigh Wealth Services in Crozet, VA and has 1 year of experience in the finance industry. Colin Page 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.
Christopher Peace (CRD# 7650175) is an Investment Advisor Representative working at Hunter Lewis LLC in Crozet, VA and has 1 year of experience in the finance industry.
Mary Pritt (CRD# 7640326) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Staunton, VA and has 1 year of experience in the finance industry.
Eva Scott (CRD# 7674951) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Garden, VA and has 1 year of experience in the finance industry.
Laura Leigh Scott (CRD# 7053769) is an Investment Advisor Representative working at Edward Jones in Staunton, VA and has over 4 years of experience in the finance industry.