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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
David Livingston (CRD# 7630984) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, MD and has 1 year of experience in the finance industry.
Amanda Lowe-Whaley (CRD# 5027079) is an Investment Advisor Representative working at Edward Jones in Laurel, DE and has 1 year of experience in the finance industry.
Michael Magee (CRD# 7303277) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, MD and has over 3 years of experience in the finance industry.
Alexis Mumford (CRD# 7643754) is an Investment Advisor Representative working at Edward Jones in Salisbury, MD and has 1 year of experience in the finance industry.
Matthew Parker (CRD# 6019617) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Laurel, DE and has over 12 years of experience in the finance industry.
Peter Scott (CRD# 7487004) is an Investment Advisor Representative working at Morgan Stanley in Salisbury, MD and has 1 year of experience in the finance industry.
Luke Smith (CRD# 6990981) is an Investment Advisor Representative working at Wealthspire Advisors in Salisbury, MD and has over 5 years of experience in the finance industry. Luke Smith 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.
William Staples (CRD# 4499466) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Salisbury, MD and has over 10 years of experience in the finance industry.
Joshua Thomas (CRD# 5842545) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Salisbury, MD and has over 13 years of experience in the finance industry.
Marina Townsend (CRD# 6455987) is an Investment Advisor Representative working at Lpl Financial LLC in Delmar, DE and has over 8 years of experience in the finance industry.