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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
Jonathan Ingram (CRD# 5720008) is an Investment Advisor Representative working at Sollinda Capital Management LLC in Roanoke, VA and has over 14 years of experience in the finance industry.
Raymond Irons (CRD# 1063996) is an Investment Advisor Representative working at Captrust in Roanoke, VA and has over 41 years of experience in the finance industry.
David Jackson (CRD# 3130506) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 22 years of experience in the finance industry.
Virginia Jarrett (CRD# 1302171) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 39 years of experience in the finance industry.
Kimberly Jenkins (CRD# 5906861) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 11 years of experience in the finance industry.
Robin Kahl (CRD# 2280365) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 31 years of experience in the finance industry.
John Keeley (CRD# 1348234) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Roanoke, VA and has over 35 years of experience in the finance industry.
Professional
Bill has worked in Business Administration and Healthcare Services industries since 1990. He entered into the Financial Advisor Services in 2012. His personal goal is to become a lifetime resource for each and every client. Bill joined our Company in 2015 after finding a mutual company and senior advisor group that shared his core beliefs.
Bill provides businesses and families a custom professional approach to create purpose and meaning in their financial security.
Bill rapidly transformed failing organizations into highly successful profit centers. As a Financial...
Maynard Keller (CRD# 2796323) is an Investment Advisor Representative working at American Financial Planning, Inc. in Roanoke, VA and has over 27 years of experience in the finance industry. Maynard Keller 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.
Michael Kemp (CRD# 2409599) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Roanoke, VA and has over 30 years of experience in the finance industry.