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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
Michael Leonard (CRD# 3075638) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, DE and has over 25 years of experience in the finance industry.
Kara Lewis (CRD# 5923732) is an Investment Advisor Representative working at Edward Jones in Salisbury, MD and has over 12 years of experience in the finance industry.
Mason Little (CRD# 2123692) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salisbury, MD and has over 33 years of experience in the finance industry.
Daniel Livingston (CRD# 2923687) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, MD and has over 26 years of experience in the finance industry. Daniel Livingston 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.
Kyle Livingston (CRD# 5577645) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, MD and has over 10 years of experience in the finance industry.
Nicholas Lumpp (CRD# 5283280) is an Investment Advisor Representative working at Rcn Wealth Advisors, Inc. in Stevensville, MD and has over 15 years of experience in the finance industry.
Adam Lybarger (CRD# 6047385) is an Investment Advisor Representative working at Andersen Wealth Management in Easton, MD and has over 11 years of experience in the finance industry.
Roger Martinson (CRD# 5966832) is an Investment Advisor Representative working at Edward Jones in Delmar, DE and has over 12 years of experience in the finance industry.
Steven McCartin (CRD# 4507863) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chester, MD and has over 18 years of experience in the finance industry.
James McCleery (CRD# 6705810) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Easton, MD and has over 6 years of experience in the finance industry.