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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
Brian Booker (CRD# 4649011) is an Investment Advisor Representative working at Prosperity Wealth Management in Port Haywood, VA and has over 20 years of experience in the finance industry.
Lisa Adamonis Pile (CRD# 6157085) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport News, VA and has over 10 years of experience in the finance industry.
Sean Allburn (CRD# 2605269) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 28 years of experience in the finance industry.
Morgan Alley (CRD# 5894579) is an Investment Advisor Representative working at Mwa Investments, LLC in White Stone, VA and has 1 year of experience in the finance industry. Morgan Alley 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.
Oscar N. Alvarez (CRD# 2396863) is an Registered Investment Advisor in the state of Virginia and owner of Pathway Financial Planning, Inc. in Newport News, VA. Oscar has over 23 years of experience in the finance industry. Oscar Alvarez 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 putclients' interests first and comply with...
David Anderson (CRD# 2312279) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 31 years of experience in the finance industry. David Anderson 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.
Nolia Anderson (CRD# 1484993) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hampton, VA and has over 37 years of experience in the finance industry.
Tracy Applewhite (CRD# 2338659) is an Investment Advisor Representative working at Lpl Financial LLC in Deltaville, VA and has over 31 years of experience in the finance industry.
George Askew (CRD# 1009555) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 42 years of experience in the finance industry.
Burton Baker (CRD# 4343767) is an Investment Advisor Representative working at Baker Asset Management, LLC in Williamsburg, VA and has over 23 years of experience in the finance industry.