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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
William King (CRD# 1785411) is an Investment Advisor Representative working at Mml Investors Services, LLC in Moneta, VA and has over 30 years of experience in the finance industry.
James Hardy (CRD# 703068) is an Investment Advisor Representative working at Group H Advisory Corporation in Moneta, VA and has over 34 years of experience in the finance industry.
James Tate (CRD# 2490422) is an Investment Advisor Representative working at Tate Wealth Management in Moneta, VA and has over 23 years of experience in the finance industry. James Tate 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.
Ezra Amiss (CRD# 4449131) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Roanoke, VA and has over 16 years of experience in the finance industry. Ezra Amiss 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.
Vance Barrett (CRD# 3205521) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Roanoke, VA and has over 16 years of experience in the finance industry. Vance Barrett 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.
Joel Bengds (CRD# 5096901) is an Investment Advisor Representative working at Hsc Wealth Advisors in Forest, VA and has over 12 years of experience in the finance industry. Joel Bengds 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.
Stephen Bowery (CRD# 1893325) is an Investment Advisor Representative working at Virginia Capital Strategies in Roanoke, VA and has over 21 years of experience in the finance industry. Stephen Bowery 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.
David Bowman (CRD# 5664907) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Roanoke, VA and has over 8 years of experience in the finance industry. David Bowman 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.
Charles Brown (CRD# 2382672) is an Investment Advisor Representative working at Dixon, Hubard, Feinour & Brown, Inc. in Roanoke, VA and has over 24 years of experience in the finance industry.
Richard Bryan (CRD# 4031082) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has over 18 years of experience in the finance industry. Richard Bryan 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.