-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kevin Mallory (CRD# 6791049) is an Investment Advisor Representative working at Mml Investors Services, LLC in Williamsburg, VA and has over 6 years of experience in the finance industry.
Brian Manetz (CRD# 2247773) is an Investment Advisor Representative working at Davenport & Company LLC in Kilmarnock, VA and has over 31 years of experience in the finance industry.
Cathleen McCloy (CRD# 1198681) is an Investment Advisor Representative working at Private Advisor Group, LLC in Cape Charles, VA and has over 40 years of experience in the finance industry. Cathleen McCloy 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.
James McCormick (CRD# 5912764) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 8 years of experience in the finance industry.
David McKnight (CRD# 2051705) is an Investment Advisor Representative working at Ultimate Retirement Products, Inc. in Williamsburg, VA and has over 33 years of experience in the finance industry. David McKnight 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.
Carolyn Menker (CRD# 4850147) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has over 19 years of experience in the finance industry.
Matthew Morgan (CRD# 6446898) is an Investment Advisor Representative working at Commonwealth Financial Network in Williamsburg, VA and has over 8 years of experience in the finance industry. Matthew Morgan 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 Morrison (CRD# 1081648) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has over 33 years of experience in the finance industry.
Walter Mowry (CRD# 2990613) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 26 years of experience in the finance industry. Walter Mowry 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.