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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
Brandon Weber (CRD# 4592384) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Severna Park, MD and has over 21 years of experience in the finance industry. Brandon Weber 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.
Daniel Klosterman (CRD# 2320025) is an Investment Advisor Representative working at Lpl Financial LLC in Severna Park, MD and has over 23 years of experience in the finance industry.
John Persico (CRD# 2085142) is an Investment Advisor Representative working at Persico Capital, Llc Trading As Persico Asset Mgmt. in Severna Park, MD and has over 33 years of experience in the finance industry.
Andrew Phillips (CRD# 6758596) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Severna Park, MD and has over 6 years of experience in the finance industry.
Garrett Phillips (CRD# 7672479) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Severna Park, MD and has 1 year of experience in the finance industry.
Kenneth Pumphrey (CRD# 5295617) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Severna Park, MD and has over 14 years of experience in the finance industry.
Andrew Shaver (CRD# 6612018) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Severna Park, MD and has over 3 years of experience in the finance industry.
Paul Weaver (CRD# 6823440) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Severna Park, MD and has over 4 years of experience in the finance industry.
Michael Weller (CRD# 7806744) is an Investment Advisor Representative working at Edward Jones in Severna Park, MD and has 1 year of experience in the finance industry.
Karen Williams (CRD# 7796054) is an Investment Advisor Representative working at Edward Jones in Severna Park, MD and has 1 year of experience in the finance industry.