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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
Anne Umbarger (CRD# 3009750) is an Investment Advisor Representative working at Montvue Capital Management, Inc. in Lynchburg, VA and has over 26 years of experience in the finance industry.
Emily Upshaw (CRD# 6156224) is an Investment Advisor Representative working at Valley View Consulting LLC in Huddleston, VA and has over 8 years of experience in the finance industry.
Frank Vaden (CRD# 1641590) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lynchburg, VA and has over 37 years of experience in the finance industry.
Justin Victor (CRD# 4956987) is an Investment Advisor Representative working at Hsc Wealth Advisors in Forest, VA and has over 18 years of experience in the finance industry. Justin Victor 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.
Samuel Waddell (CRD# 1917849) is an Investment Advisor Representative working at Davenport & Company LLC in Lynchburg, VA and has over 35 years of experience in the finance industry.
John Waterworth (CRD# 2564108) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lynchburg, VA and has over 29 years of experience in the finance industry.
Charles White (CRD# 3023642) is an Investment Advisor Representative working at Pettyjohn, Wood & White, Inc. in Lynchburg, VA and has over 26 years of experience in the finance industry.
Dean Wilson (CRD# 4515907) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lynchburg, VA and has over 22 years of experience in the finance industry.
Mark Wiseman (CRD# 6474525) is an Investment Advisor Representative working at Brown Edwards Wealth Strategies in Lynchburg, VA and has over 9 years of experience in the finance industry.
Gorham Wood (CRD# 2400379) is an Investment Advisor Representative working at Pettyjohn, Wood & White, Inc. in Lynchburg, VA and has over 30 years of experience in the finance industry.