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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
Tyler Caveness (CRD# 6709664) is an Investment Advisor Representative working at Concord Wealth Partners in Roanoke, VA and has over 7 years of experience in the finance industry.
Daniel Colston (CRD# 6896745) is an Investment Advisor Representative working at Upward Financial Planning in Roanoke, VA and has over 6 years of experience in the finance industry. Daniel Colston 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 Comer (CRD# 2083273) is an Investment Advisor Representative working at Valley Investors Corporation in Roanoke, VA and has over 33 years of experience in the finance industry.
William Comer (CRD# 2893042) is an Investment Advisor Representative working at Valley Investors Corporation in Roanoke, VA and has over 26 years of experience in the finance industry.
Chad Conner (CRD# 6509196) is an Investment Advisor Representative working at Lpl Financial LLC in Roanoke, VA and has over 7 years of experience in the finance industry.
Logan Conroy (CRD# 6277422) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Roanoke, VA and has over 9 years of experience in the finance industry.
Keith Cox (CRD# 4816212) is an Investment Advisor Representative working at Lpl Financial LLC in Roanoke, VA and has over 19 years of experience in the finance industry.
Robert Cox (CRD# 2748992) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roanoke, VA and has over 27 years of experience in the finance industry.
Steven Craighead (CRD# 1289616) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roanoke, VA and has over 39 years of experience in the finance industry.
Chad Craven (CRD# 6342292) is an Investment Advisor Representative working at Edward Jones in Bedford, VA and has over 9 years of experience in the finance industry.