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Distance Only Roanoke, VA
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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
Katrina Goode (CRD# 1695363) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 10 years of experience in the finance industry.
Carl Grove (CRD# 4830637) is an Investment Advisor Representative working at Edward Jones in Roanoke, VA and has over 19 years of experience in the finance industry.
Connie Guelich (CRD# 1106380) is an Investment Advisor Representative working at Guelich Capital Management, LLC in Roanoke, VA and has over 39 years of experience in the finance industry. Connie Guelich 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.
Robert Guelich (CRD# 4185084) is an Investment Advisor Representative working at Guelich Capital Management, LLC in Roanoke, VA and has over 23 years of experience in the finance industry.
Patrick Guzi (CRD# 6166552) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roanoke, VA and has over 11 years of experience in the finance industry.
Tim Ha (CRD# 3211357) is an Investment Advisor Representative working at Lpl Financial LLC in Roanoke, VA and has over 24 years of experience in the finance industry. Tim Ha 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.
Laura Hale (CRD# 6706608) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Roanoke, VA and has over 7 years of experience in the finance industry.
Mark Hale (CRD# 3123972) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Roanoke, VA and has over 25 years of experience in the finance industry.
James Hall (CRD# 2897334) is an Investment Advisor Representative working at Cary Street Partners in Roanoke, VA and has over 26 years of experience in the finance industry.
Kathy Hall (CRD# 1403819) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Roanoke, VA and has over 14 years of experience in the finance industry.