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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
Barry Cantor (CRD# 6357453) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 9 years of experience in the finance industry.
John Cantu (CRD# 2137984) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 32 years of experience in the finance industry.
Lisa Carpenter (CRD# 4958361) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rockville, MD and has over 18 years of experience in the finance industry.
Patrick Carroll (CRD# 1073745) is an Investment Advisor Representative working at Obsidian Personal Planning Solutions, LLC in Rockville, MD and has over 29 years of experience in the finance industry. Patrick Carroll 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.
Jerry Carson (CRD# 4116428) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 24 years of experience in the finance industry.
Diane Case (CRD# 2579048) is an Investment Advisor Representative working at Shenandoah Financial in Charles Town, WV and has over 29 years of experience in the finance industry.
Joseph Cassella (CRD# 4486327) is an Investment Advisor Representative working at Primerica Advisors in Frederick, MD and has over 20 years of experience in the finance industry.
Every life event includes a financial decision, and we understand how stressful making those decisions can be. We all want to make good choices that gives us peace of mind and avoid making bad ones that have negative consequences for years to come. We guide people to make good financial choices, which results in a more successful journey.
Dario Cavazos (CRD# 5377759) is an Investment Advisor Representative working at Edward Jones in Frederick, MD and has over 16 years of experience in the finance industry.
Paul Cella (CRD# 2165318) is an Investment Advisor Representative working at Research Financial Strategies in Rockville, MD and has over 31 years of experience in the finance industry.
Carol Chaney (CRD# 1949176) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Union Bridge, MD and has over 20 years of experience in the finance industry.