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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
Clifton Stott (CRD# 1310224) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lynchburg, VA and has over 39 years of experience in the finance industry.
Gerard Swienton (CRD# 1424932) is an Investment Advisor Representative working at Investment Leadership, LLC in Forest, VA and has over 38 years of experience in the finance industry. Gerard Swienton 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.
Matthew Szabo (CRD# 7053297) is an Investment Advisor Representative working at Edward Jones in Gretna, VA and has over 5 years of experience in the finance industry.
Timothy Talley (CRD# 6280924) is an Investment Advisor Representative working at Edward Jones in Lynchburg, VA and has over 10 years of experience in the finance industry.
Marjun Tare (CRD# 6841791) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 6 years of experience in the finance industry. Marjun Tare 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.
Gary Taylor (CRD# 2327773) is an Investment Advisor Representative working at Edward Jones in Amherst, VA and has over 31 years of experience in the finance industry.
Prescott Terrell (CRD# 1274023) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 34 years of experience in the finance industry.
Christopher Tibbs (CRD# 6027397) is an Investment Advisor Representative working at Edward Jones in Madison Heights, VA and has over 12 years of experience in the finance industry.
Holly Tuck (CRD# 2776786) is an Investment Advisor Representative working at D.a. Davidson & Company in Bedford, VA and has over 24 years of experience in the finance industry.
Matthew Turner (CRD# 4734781) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 20 years of experience in the finance industry. Matthew Turner 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.