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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
Jacob Asplundh (CRD# 6053041) is an Investment Advisor Representative working at Passive Capital Management, LLC in Baltimore, MD and has over 11 years of experience in the finance industry. Jacob Asplundh 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.
Anthony Assadi (CRD# 4834324) is an Investment Advisor Representative working at Alere Planning LLC in Towson, MD and has over 12 years of experience in the finance industry. Anthony Assadi 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.
John Atkinson (CRD# 870435) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Towson, MD and has over 44 years of experience in the finance industry.
Megan Avery (CRD# 4301705) is an Investment Advisor Representative working at Lpl Financial LLC in Lutherville-Timonium, MD and has over 20 years of experience in the finance industry.
Allen Ayers (CRD# 4597877) is an Investment Advisor Representative working at Foundation Wealth & Tax Advisors, LLC in Annapolis, MD and has 1 year of experience in the finance industry. Allen Ayers 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.
Paul Baader (CRD# 5340928) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hunt Valley, MD and has over 11 years of experience in the finance industry.
John Bacci (CRD# 1276821) is an Investment Advisor Representative working at Commonwealth Financial Network in Linthicum Heights, MD and has over 38 years of experience in the finance industry. John Bacci 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.
Daniel Bachmann (CRD# 4248264) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Baltimore, MD and has over 23 years of experience in the finance industry.
Charles Bailey (CRD# 4582281) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Arnold, MD and has over 21 years of experience in the finance industry.
Roger Bair (CRD# 1681148) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has over 36 years of experience in the finance industry. Roger Bair 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.