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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
Nicholas Alexander (CRD# 5189114) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, DE and has over 10 years of experience in the finance industry.
Laura Balback (CRD# 6085208) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Lewes, DE and has over 5 years of experience in the finance industry.
Benjamin Bateman (CRD# 6454257) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Rehoboth Beach, DE and has over 9 years of experience in the finance industry.
Oliver Beck (CRD# 6472283) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 8 years of experience in the finance industry.
Raymond Book (CRD# 4399512) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 24 years of experience in the finance industry.
David Boothe (CRD# 4147880) is an Investment Advisor Representative working at Big Investment Services in Dover, DE and has over 23 years of experience in the finance industry.
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.