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Distance Only Potomac, MD
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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
Amit Gutt (CRD# 5362870) is an Investment Advisor Representative working at Edward Jones in Potomac, MD and has 1 year of experience in the finance industry.
Ryan Jordan (CRD# 7115023) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 2 years of experience in the finance industry.
Edward Lu (CRD# 2660763) is an Investment Advisor Representative working at Morgan Stanley in Potomac, MD and has over 28 years of experience in the finance industry.
David Mudrock (CRD# 7076637) is an Investment Advisor Representative working at Pnc Investments in Potomac, MD and has over 4 years of experience in the finance industry.
Lakhi Narang (CRD# 2929431) is an Investment Advisor Representative working at Pnc Investments in Potomac, MD and has over 26 years of experience in the finance industry.
Emily Platt (CRD# 7156088) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has 1 year of experience in the finance industry. Emily Platt 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.
Garrett Scranton (CRD# 7579786) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has 1 year of experience in the finance industry.
John Shifter (CRD# 7304307) is an Investment Advisor Representative working at Morgan Stanley in Potomac, MD and has over 2 years of experience in the finance industry.
Bruce Wiener (CRD# 2658552) is an Investment Advisor Representative working at Mai Capital Management, LLC in Potomac, MD and has 1 year of experience in the finance industry.
Alison Wilmore (CRD# 7022758) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 3 years of experience in the finance industry.