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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
Theresia Muller (CRD# 2698091) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in Charlottesville, VA and has over 28 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.
Beth Nedelisky (CRD# 5138977) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 18 years of experience in the finance industry. Beth Nedelisky 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.
Fred Newsom (CRD# 874340) is an Investment Advisor Representative working at Lpl Financial LLC in Charlottesville, VA and has over 30 years of experience in the finance industry.
Dustin Newton (CRD# 5338523) is an Investment Advisor Representative working at Ascent Financial Group in Charlottesville, VA and has over 6 years of experience in the finance industry. Dustin Newton 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.
Alan Nicolette (CRD# 5485469) is an Investment Advisor Representative working at Nicolette Financial Advisors LLC in Charlottesville, VA and has over 16 years of experience in the finance industry. Alan Nicolette 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.
Christopher Paoletti (CRD# 4307942) is an Investment Advisor Representative working at Advice And Planning Services in Charlottesville, VA and has over 23 years of experience in the finance industry.
David Parkinson (CRD# 2307888) is an Investment Advisor Representative working at Greylin Investment Management in Orange, VA and has over 31 years of experience in the finance industry.
Jennifer Patterson (CRD# 6266111) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlottesville, VA and has over 9 years of experience in the finance industry.
Scott Patterson (CRD# 4371826) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlottesville, VA and has over 22 years of experience in the finance industry.