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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
Nicholas Balmer (CRD# 5976718) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 12 years of experience in the finance industry.
Bill Bancroft is the Chief Executive Officer of Impact Capital and has been serving high net worth clients for over 20 years. In addition to being an advisor to clients, Bill is responsible for the overall client experience, including consistent delivery of investment advice and exceptional service. He proactively identifies new planning and investment strategies designed to benefit the firm’s clients.
Prior to joining Impact Capital, Bill spent the majority of his career at Convergent Wealth Advisors. During his 16 years with the firm, he was part of a team that grew the firm’s assets under...
Adam Band (CRD# 5644486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 14 years of experience in the finance industry.
Joey Banghart (CRD# 4743465) is an Investment Advisor Representative working at Cjc Wealth Management in Olney, MD and has over 19 years of experience in the finance industry.
Charles Bankerd (CRD# 1550420) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 37 years of experience in the finance industry.
Donna Barksdale (CRD# 5972024) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 12 years of experience in the finance industry.
Gary Barnes (CRD# 1844112) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Leesburg, VA and has over 35 years of experience in the finance industry.
Steven Barnes (CRD# 1988057) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 34 years of experience in the finance industry. Steven Barnes 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.
Patric Barnhart (CRD# 6814257) is an Investment Advisor Representative working at Lpl Financial LLC in Eldersburg, MD and has over 6 years of experience in the finance industry.
Matthew Barr (CRD# 5224488) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 14 years of experience in the finance industry.