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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
Rupal Master (CRD# 6030654) is an Investment Advisor Representative working at Brown Advisory in Norfolk, VA and has over 9 years of experience in the finance industry.
Aashish Matani (CRD# 3048206) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 25 years of experience in the finance industry.
Thomas Mathas (CRD# 4271035) is an Investment Advisor Representative working at Eagle Strategies LLC in Norfolk, VA and has over 22 years of experience in the finance industry.
Scott McCluney (CRD# 2589658) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 17 years of experience in the finance industry.
Charles McCoy (CRD# 5322674) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Norfolk, VA and has over 16 years of experience in the finance industry.
Ame McCullin (CRD# 4997767) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Norfolk, VA and has over 18 years of experience in the finance industry.
Walter McDaniel (CRD# 1137760) is an Investment Advisor Representative working at Lpl Financial LLC in Norfolk, VA and has over 39 years of experience in the finance industry. Walter McDaniel 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.
Carol McLawhorn (CRD# 1632529) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 21 years of experience in the finance industry.
Kimberley McMillan (CRD# 2520474) is an Investment Advisor Representative working at Davenport & Company LLC in Norfolk, VA and has over 29 years of experience in the finance industry. Kimberley McMillan 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 McNally (CRD# 4900146) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Norfolk, VA and has over 19 years of experience in the finance industry.