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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
Norval Thompson (CRD# 1026131) is an Investment Advisor Representative working at St. Michaels Asset Management, LLC in Saint Michaels, MD and has over 41 years of experience in the finance industry.
Erik Johnson (CRD# 2185673) is an Investment Advisor Representative working at Private Fund Advisors, Inc. in Arnold, MD and has more than 24 years of experience in the finance industry.
Ronald Flohr (CRD# 4449737) is an Investment Advisor Representative working at Morgan Stanley in Easton, MD and has over 20 years of experience in the finance industry.
Tracy Aaron (CRD# 2465262) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Easton, MD and has over 18 years of experience in the finance industry.
Steven Ackerson (CRD# 4544200) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Severna Park, MD and has over 21 years of experience in the finance industry. Steven Ackerson 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.
David Adams (CRD# 4977960) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Easton, MD and has over 16 years of experience in the finance industry.
Matthew Agee (CRD# 4072352) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Severna Park, MD and has over 24 years of experience in the finance industry.
Blaise Ahearn (CRD# 6027121) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Annapolis, MD and has over 6 years of experience in the finance industry.
John Ahearn (CRD# 1654366) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Annapolis, MD and has over 36 years of experience in the finance industry.
Matthew Albers (CRD# 2917814) is an Investment Advisor Representative working at Drs Wealth Management in Easton, MD and has over 25 years of experience in the finance industry.