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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
Jay Middleton (CRD# 729104) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 40 years of experience in the finance industry.
Ronald Miller (CRD# 5216637) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 17 years of experience in the finance industry.
Ashley Moore (CRD# 6437546) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cape May Court House, NJ and has over 7 years of experience in the finance industry.
Mark Nehra (CRD# 5511759) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 15 years of experience in the finance industry. Mark Nehra 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 Pierce (CRD# 3166596) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lewes, DE and has over 24 years of experience in the finance industry.
Alicia Popham (CRD# 3045428) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lewes, DE and has over 11 years of experience in the finance industry.
Richard Posen (CRD# 1018484) is an Investment Advisor Representative working at Commonwealth Financial Network in Rio Grande, NJ and has over 33 years of experience in the finance industry. Richard Posen 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.
Ellen Powers (CRD# 1023784) is an Investment Advisor Representative working at Ellen Powers Consulting Inc. in Lewes, DE and has 1 year of experience in the finance industry.
Jeffrey Puglia (CRD# 2926402) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 26 years of experience in the finance industry. Jeffrey Puglia 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.
Dawn Rehrig (CRD# 2198442) is an Investment Advisor Representative working at Lpl Financial LLC in Rehoboth Beach, DE and has over 32 years of experience in the finance industry.