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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
Nelson Ashby (CRD# 5241891) is an Investment Advisor Representative working at Lpl Financial LLC in Staunton, VA and has over 17 years of experience in the finance industry.
Kimberly Augustine (CRD# 2100391) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Earlysville, VA and has over 22 years of experience in the finance industry.
Stephen Aust (CRD# 5860490) is an Investment Advisor Representative working at Marketcycle Wealth Management, LLC in Free Union, VA and has over 15 years of experience in the finance industry.
Jacqueline Avery (CRD# 3018748) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Stauton, VA and has over 25 years of experience in the finance industry.
Teague Avey (CRD# 6630058) is an Investment Advisor Representative working at Brown Advisory in Charlottesville, VA and has 1 year of experience in the finance industry. Teague Avey 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.
Steven Ball (CRD# 2144289) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlottesville, VA and has over 32 years of experience in the finance industry. Steven Ball 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.
Glenn Bannan (CRD# 2907592) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlottesville, VA and has over 26 years of experience in the finance industry.
Theodore Barger (CRD# 2339760) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlottesville, VA and has over 27 years of experience in the finance industry. Theodore Barger 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.
Matthew Barnes (CRD# 6940731) is an Investment Advisor Representative working at Edward Jones in Staunton, VA and has over 5 years of experience in the finance industry.
Howard Barnett (CRD# 2183706) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Charlottesville, VA and has over 32 years of experience in the finance industry.