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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
Joshua Defnall (CRD# 7053375) is an Investment Advisor Representative working at Edward Jones in Dayton, VA and has over 5 years of experience in the finance industry.
Tyler Deputy (CRD# 5559993) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harrisonburg, VA and has over 15 years of experience in the finance industry. Tyler Deputy 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.
Jennifer Duncan (CRD# 4744685) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harrisonburg, VA and has over 19 years of experience in the finance industry.
David Elmore (CRD# 2833658) is an Investment Advisor Representative working at Lpl Financial LLC in Waynesboro, VA and has over 21 years of experience in the finance industry. David Elmore 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 puts clients' interests first and comply with the Financial Planning Practice Standards.
Joshua Elmore (CRD# 6335287) is an Investment Advisor Representative working at Lpl Financial LLC in Waynesboro, VA and has over 9 years of experience in the finance industry. Joshua Elmore 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.
Morgan Eye (CRD# 6849383) is an Investment Advisor Representative working at Edward Jones in Harrisonburg, VA and has over 6 years of experience in the finance industry.
Robert Falter (CRD# 7070378) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Harrisonburg, VA and has over 5 years of experience in the finance industry.
Sarah Fowler (CRD# 6085042) is an Investment Advisor Representative working at Davenport & Company LLC in Verona, VA and has over 11 years of experience in the finance industry.
Jeffrey Furman (CRD# 6526235) is an Investment Advisor Representative working at Edward Jones in Fishersville, VA and has over 8 years of experience in the finance industry.
Raymond Gay (CRD# 5011693) is an Investment Advisor Representative working at Davenport & Company LLC in Harrisonburg, VA and has over 15 years of experience in the finance industry. Raymond Gay 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.