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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 Morton (CRD# 4912079) is an Investment Advisor Representative working at Heritage Financial LLC in Gainesville, VA and has over 19 years of experience in the finance industry.
James Mullins (CRD# 3074374) is an Investment Advisor Representative working at Piedmont Wealth Management in Culpeper, VA and has 1 year of experience in the finance industry. James Mullins 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.
Charles Nagelvoort (CRD# 3089109) is an Investment Advisor Representative working at Edward Jones in Front Royal, VA and has over 25 years of experience in the finance industry.
Brett Nelson (CRD# 5016712) is an Investment Advisor Representative working at Mariner Independent in Warrenton, VA and has over 18 years of experience in the finance industry. Brett Nelson 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.
David O'neill (CRD# 6885315) is an Investment Advisor Representative working at Heritage Financial LLC in Gainesville, VA and has over 13 years of experience in the finance industry.
Melanie Ochs (CRD# 6868117) is an Investment Advisor Representative working at Edward Jones in Fredericksburg, VA and has over 6 years of experience in the finance industry.
Stanley Parkes (CRD# 2406988) is an Investment Advisor Representative working at Edward Jones in Warrenton, VA and has over 30 years of experience in the finance industry.
James Pearson (CRD# 6227064) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Warrenton, VA and has over 9 years of experience in the finance industry.
Javier Perez-Giz (CRD# 5629192) is an Investment Advisor Representative working at Eagle Strategies LLC in Haymarket, VA and has over 13 years of experience in the finance industry.
Cathy Poe (CRD# 4585338) is an Investment Advisor Representative working at Level Four Advisory Services in Cuspeper, VA and has over 16 years of experience in the finance industry.