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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
Iris Porush (CRD# 4504400) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 21 years of experience in the finance industry.
Sheila Powers (CRD# 4746657) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Williamsburg, VA and has over 20 years of experience in the finance industry.
Thomas Ptachick (CRD# 5786948) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 10 years of experience in the finance industry. Thomas Ptachick 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.
Anthony Reed (CRD# 6221566) is an Investment Advisor Representative working at Edward Jones in Yorktown, VA and has over 10 years of experience in the finance industry.
Deann Rinehart (CRD# 4213087) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Williamsburg, VA and has over 23 years of experience in the finance industry.
John Routten (CRD# 818109) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Williamsburg, VA and has over 38 years of experience in the finance industry.
Jason Rowe (CRD# 3050037) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 25 years of experience in the finance industry.
Philip Sadtler (CRD# 6070130) is an Investment Advisor Representative working at Level Four Advisory Services in Williamsburg, VA and has over 11 years of experience in the finance industry. Philip Sadtler 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.
Lyle Schiavone (CRD# 1330781) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has over 39 years of experience in the finance industry.
Noah Scruggs (CRD# 6796760) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williamsburg, VA and has over 5 years of experience in the finance industry. Noah Scruggs 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.