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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 Thompson (CRD# 708936) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodstock, VA and has over 40 years of experience in the finance industry.
Douglas Veach (CRD# 3043220) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Woodstock, VA and has over 23 years of experience in the finance industry.
Abraham Walsh (CRD# 5211249) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winchester, VA and has over 17 years of experience in the finance industry.
George Warren (CRD# 5819522) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winchester, VA and has over 7 years of experience in the finance industry.
Eric Weitz (CRD# 2366286) is an Investment Advisor Representative working at Cornerstone Asset Management in Winchester, VA and has over 30 years of experience in the finance industry.
Jason Williams (CRD# 5568164) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winchester, VA and has over 15 years of experience in the finance industry.
Joshua Williams (CRD# 6935466) is an Investment Advisor Representative working at United Capital Financial Advisors in Winchester, VA and has over 5 years of experience in the finance industry.
Kimberly Wines (CRD# 1093884) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has over 26 years of experience in the finance industry.
Lawrence Yoder (CRD# 6682306) is an Investment Advisor Representative working at Halieus Investment Advisors in Broadway, VA and has over 8 years of experience in the finance industry.
Lacey Barnett (CRD# 6267411) is an Investment Advisor Representative working at Edward Jones in Woodstock, VA and has over 4 years of experience in the finance industry. Lacey Barnett 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.