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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
Jason Blount (CRD# 2235348) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mechanicsville, VA and has over 31 years of experience in the finance industry.
Constantine Burlos (CRD# 4391109) is an Investment Advisor Representative working at Onesource Wealth Advisors in Mechanicsville, VA and has over 22 years of experience in the finance industry.
Helen Carneal (CRD# 4280913) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mechanicsville, VA and has over 23 years of experience in the finance industry.
James Donlin (CRD# 2579395) is an Investment Advisor Representative working at East West Investment Advisors, LLC in Mechanicsville, VA and has over 21 years of experience in the finance industry.
Kevin Doyle (CRD# 4588230) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mechanicsville, VA and has over 21 years of experience in the finance industry.
Evan Fabricant (CRD# 3106795) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mechanicsville, VA and has over 25 years of experience in the finance industry.
Wendell Globig (CRD# 5446147) is an Investment Advisor Representative working at Globig Investments, Inc. in Mechanicsville, VA and has over 17 years of experience in the finance industry.
Melinda Lassiter (CRD# 4424057) is an Investment Advisor Representative working at Principal Securities, Inc. in Mechanicsville, VA and has over 21 years of experience in the finance industry.
Kevin Mautte (CRD# 5658112) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Mechanicsville, VA and has over 14 years of experience in the finance industry. Kevin Mautte 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 Medlin (CRD# 3227657) is an Investment Advisor Representative working at Royal Fund Management, LLC in Mechanicsville, VA and has over 24 years of experience in the finance industry.