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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
Taylor Raab (CRD# 4706661) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Charleston, WV and has over 20 years of experience in the finance industry.
Terry Raab (CRD# 807861) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Charleston, WV and has over 41 years of experience in the finance industry.
Wesley Richardson (CRD# 4673741) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Charleston, WV and has over 19 years of experience in the finance industry. Wesley Richardson 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.
Blaise Robeson (CRD# 3018047) is an Investment Advisor Representative working at Huntington Financial Advisors in Charleston, WV and has over 26 years of experience in the finance industry. Blaise Robeson 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.
Carol Rollins (CRD# 2782181) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has over 19 years of experience in the finance industry.
Austin Rosencrance (CRD# 6859499) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, WV and has over 6 years of experience in the finance industry.
Kannathal Sampath (CRD# 4644002) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charleston, WV and has over 21 years of experience in the finance industry.
John Shaheen (CRD# 3172114) is an Investment Advisor Representative working at Avantax Advisory Services in Charleston, WV and has over 25 years of experience in the finance industry.
Jerry Slone (CRD# 4818260) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Charleston, WV and has over 19 years of experience in the finance industry.
Lyle Smith (CRD# 5912169) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, WV and has over 9 years of experience in the finance industry.