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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
Laura Davis (CRD# 5807811) is an Investment Advisor Representative working at Edward Jones in Salem, VA and has over 13 years of experience in the finance industry.
Thomas Davis (CRD# 1463278) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Roanoke, VA and has over 38 years of experience in the finance industry.
William Davis (CRD# 4665777) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 20 years of experience in the finance industry.
Benjamin Day (CRD# 1380785) is an Investment Advisor Representative working at Valley View Consulting LLC in Huddleston, VA and has over 38 years of experience in the finance industry.
Erin Dooley (CRD# 5614836) is an Investment Advisor Representative working at Edward Jones in Altavista, VA and has over 8 years of experience in the finance industry.
John Edmunds (CRD# 3218179) is an Investment Advisor Representative working at Commonwealth Financial Network in Roanoke, VA and has over 24 years of experience in the finance industry. John Edmunds 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.
David Ellis (CRD# 4155797) is an Investment Advisor Representative working at Vested Partners: A Multi-family Office in Salem, VA and has over 24 years of experience in the finance industry. David Ellis 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 Ely (CRD# 5847315) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roanoke, VA and has over 13 years of experience in the finance industry.
Matthew Erikson (CRD# 2489724) is an Investment Advisor Representative working at Edward Jones in Martinsville, VA and has over 29 years of experience in the finance industry. Matthew Erikson 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.
Eric Eversole (CRD# 6452488) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 8 years of experience in the finance industry.