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Distance Only Manassas, 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
Elaine Roecklein (CRD# 4953322) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Manassas, VA and has over 18 years of experience in the finance industry.
Jamshid Sharifi (CRD# 6411375) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Manassas, VA and has over 9 years of experience in the finance industry.
Robert Sturm (CRD# 2850902) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Manassas, VA and has over 27 years of experience in the finance industry.
Margaret Swinney (CRD# 3029378) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Manassas, VA and has over 26 years of experience in the finance industry.
Tracey Vollmer (CRD# 4287175) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manassas, VA and has over 23 years of experience in the finance industry.
Megan Wagner (CRD# 6427243) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manassas, VA and has over 6 years of experience in the finance industry.
Richard Allison (CRD# 7648597) is an Investment Advisor Representative working at Savant Wealth Management in Manassas, VA and has 1 year of experience in the finance industry. Richard Allison 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.
Andrew Armati (CRD# 7254189) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manassas, VA and has over 3 years of experience in the finance industry.
Carlos Clovek (CRD# 7401016) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Manassas, VA and has 1 year of experience in the finance industry.
Nubia Cortez (CRD# 7624317) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Haymarket, VA and has 1 year of experience in the finance industry.