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Distance Only Salisbury, MD
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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
Daniel Gardiner (CRD# 7655930) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salisbury, MD and has 1 year of experience in the finance industry.
Mark Granger (CRD# 4461775) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, MD and has over 3 years of experience in the finance industry.
Trent Hofmeister (CRD# 7448029) is an Investment Advisor Representative working at Wealthspire Advisors in Salisbury, MD and has over 2 years of experience in the finance industry.
Andy Kim (CRD# 7116056) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Salisbury, MD and has over 4 years of experience in the finance industry.
David Livingston (CRD# 7630984) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, MD and has 1 year of experience in the finance industry.
Michael Magee (CRD# 7303277) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, MD and has over 3 years of experience in the finance industry.
Alexis Mumford (CRD# 7643754) is an Investment Advisor Representative working at Edward Jones in Salisbury, MD and has 1 year of experience in the finance industry.
Peter Scott (CRD# 7487004) is an Investment Advisor Representative working at Morgan Stanley in Salisbury, MD and has 1 year of experience in the finance industry.
Luke Smith (CRD# 6990981) is an Investment Advisor Representative working at Wealthspire Advisors in Salisbury, MD and has over 5 years of experience in the finance industry. Luke Smith 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.
William Staples (CRD# 4499466) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Salisbury, MD and has over 10 years of experience in the finance industry.