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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
Don Satterfield (CRD# 4456423) is an Investment Advisor Representative working at Edward Jones in Rustburg, VA and has over 16 years of experience in the finance industry.
Lawrence Richmond (CRD# 6050487) is an Investment Advisor Representative working at Bb&t Securities, LLC in Rustburg, VA and has over 5 years of experience in the finance industry.
Joel Bengds (CRD# 5096901) is an Investment Advisor Representative working at Hsc Wealth Advisors in Forest, VA and has over 12 years of experience in the finance industry. Joel Bengds 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.
Brian Carlton (CRD# 2593909) is an Investment Advisor Representative working at Hsc Wealth Advisors in Forest, VA and has over 23 years of experience in the finance industry. Brian Carlton 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.
Stephen Crank (CRD# 2155940) is an Investment Advisor Representative working at Captrust in Lynchburg, VA and has over 26 years of experience in the finance industry.
Christian De Paul (CRD# 2246791) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lynchburg, VA and has over 25 years of experience in the finance industry. Christian De Paul 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.
Jeffrey Helgeson (CRD# 1960161) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Lynchburg, VA and has over 28 years of experience in the finance industry.
Torii Jones (CRD# 1072353) is an Investment Advisor Representative working at Captrust in Lynchburg, VA and has over 28 years of experience in the finance industry.
Stuart Lane (CRD# 2713127) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Forest, VA and has over 22 years of experience in the finance industry.
James Laneve (CRD# 3211745) is an Investment Advisor Representative working at Laneve Financial Guidance LLC in Lynchburg, VA and has over 19 years of experience in the finance industry. James Laneve 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.