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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
Aladin Bacolodan (CRD# 5203590) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Pasadena, MD and has over 11 years of experience in the finance industry.
Franklin Bridge (CRD# 1282996) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Pasadena, MD and has over 33 years of experience in the finance industry.
Monica Brown (CRD# 2207090) is an Investment Advisor Representative working at Fsc Securities Corporation in Pasadena, MD and has over 26 years of experience in the finance industry.
Gregory Corneille (CRD# 5226584) is an Investment Advisor Representative working at Axcel Capital Management, LLC in Pasadena, MD and has over 11 years of experience in the finance industry.
Kenneth Watson (CRD# 5590059) is an Investment Advisor Representative working at Bb&t Securities, LLC in Pasadena, MD and has over 9 years of experience in the finance industry.
David Greeley (CRD# 5408461) is an Investment Advisor Representative working at Edward Jones in Pasadena, MD and has 1 year of experience in the finance industry.
Daniel Higgins (CRD# 6025875) is an Investment Advisor Representative working at Edward Jones in Pasadena, MD and has over 6 years of experience in the finance industry.
Johnny Brown (CRD# 5408594) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Pasadena, MD and has over 10 years of experience in the finance industry.
Selecting a skilled financial advisor—a relationship that will potentially last a lifetime—is an important decision.
You will work closely with your financial advisor throughout life’s greatest moments as well as most difficult times to reach goals that you likely have set in motion decades before they come to fruition. We understand this is a significant decision for you and your family.
With multiple CERTIFIED FINANCIAL PLANNER ™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed,...
Brian Patrick Kuhn CFP®, CLU®, CLTC
Brian Kuhn is CERTIFIED FINANCIAL PLANNER™ (CFP®) with Planning Solutions Group in Fulton MD and has been working with households since 2002. He works with families and individuals to outline their financial strategy, project their retirement readiness, assist with investment choices, layout a budget and savings plan, minimize risk, and make important life decisions. Specifically, his clients are “exclusively those who do NOT feel wealthy”, a tag line for his business model demonstrating that all income and asset levels are welcome.
He is the author...