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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
Neil Goetzman (CRD# 1730796) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Alexandria, VA and has over 36 years of experience in the finance industry.
Rosa Gonzalez (CRD# 6938199) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Alexandria, VA and has over 5 years of experience in the finance industry.
Jennifer Goodwin (CRD# 5538956) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 8 years of experience in the finance industry.
Joshua Goulding (CRD# 5349401) is an Investment Advisor Representative working at 4j Wealth Management, LLC in Alexandria, VA and has over 16 years of experience in the finance industry. Joshua Goulding 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.
Thomas Graham (CRD# 2543587) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Alexandria, VA and has over 29 years of experience in the finance industry.
Lisa Grimes (CRD# 5897193) is an Investment Advisor Representative working at Edward Jones in Solomons, MD and has over 12 years of experience in the finance industry.
Greg is a Wealth Management Advisor. In this role he specializes in dealing with Federal employees as clients, providing advice and guidance on a wide variety of products and services that are tailored to fit the needs of each individual client. Greg believes Federal employees have unique employee benefits that should be maximized as the cornerstone to accomplishing their financial goals and retirement plan.
Greg is also a Training Instructor and has spoken at various Federal agencies conducting training in federal benefits and financial literacy tailored specifically for the federal employee...
Michael Guy (CRD# 1916217) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in California, MD and has over 29 years of experience in the finance industry.
Janet Haley (CRD# 2331033) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Alexandria, VA and has over 28 years of experience in the finance industry. Janet Haley 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.
William Hall (CRD# 4101731) is an Investment Advisor Representative working at Lpl Financial LLC in Alexandria, VA and has over 23 years of experience in the finance industry.