Distance Metro area (25 miles)
- 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
Christopher Cruz (CRD# 2713742) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Poquoson, VA and has over 20 years of experience in the finance industry.
We are a leading financial services and wealth management firm located in Virginia Beach, Virginia. Our unique Envision Advantage process keeps the facets of your financial life working well together as your life unfolds and your needs evolve. Working with an experienced financial advisory team may prove to be one of the most important professional relationships in your life and it is becoming more difficult to differentiate among all of the "advisors" available in the marketplace today. Lets face it: on the surface, we all look the same, but there are significant differences that make Envision...
Wayne Berry (CRD# 1710978) is an Investment Advisor Representative working at Virginia Capital Management Group Inc. in Virginia Beach, VA and has 46 years of experience in the finance industry.
Sterling Brightman (CRD# 1780459) is an Investment Advisor Representative working at Axa Advisors, LLC in Yorktown, VA and has over 27 years of experience in the finance and insurance industry. I am extremely knowledgeable in Pension Distribution/Rollover Strategies and the Advanced Estate Planning. I conduct investment and financial planning seminars for local civic organizations and the military. I aIso conduct Continuing Education Credit seminars for local CPA’s and Attorney’s. I am well known among the Estate Planning Attorney’s in the area as a person very knowledgeable in Trust design...
James Flinchum (CRD# 1379402) is an Investment Advisor Representative working at Bay Capital Advisors, LLC in Virginia Beach, VA and has over 31 years of experience in the finance industry. James Flinchum 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.