-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Stephen Bowery (CRD# 1893325) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 28 years of experience in the finance industry. Stephen Bowery 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 Boyd (CRD# 2457694) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 30 years of experience in the finance industry.
Shelly Braden (CRD# 6397233) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has over 10 years of experience in the finance industry. Shelly Braden 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.
Charlie Bradshaw (CRD# 1129114) is an Investment Advisor Representative working at Lpl Financial LLC in Franklin, VA and has over 40 years of experience in the finance industry.
Gary Briggs (CRD# 2141411) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Suffolk, VA and has over 27 years of experience in the finance industry.
Sterling Brightman (CRD# 1780459) is an Investment Advisor Representative working at Axa Advisors, LLC in Yorktown, VA and has over 27 years of experience in the finance and insurance industry. I am extremely knowledgeable in Pension Distribution/Rollover Strategies and the Advanced Estate Planning. I conduct investment and financial planning seminars for local civic organizations and the military. I aIso conduct Continuing Education Credit seminars for local CPA’s and Attorney’s. I am well known among the Estate Planning Attorney’s in the area as a person very knowledgeable in Trust design...
Michael Broadhurst (CRD# 1604098) is an Investment Advisor Representative working at Heritage Wealth Management Group, Ltd in Norfolk, VA and has over 37 years of experience in the finance industry. Michael Broadhurst 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.
Alan Broderick (CRD# 4221869) is an Investment Advisor Representative working at Bay Rivers Group Wealth Partners in Williamsburg, VA and has over 21 years of experience in the finance industry. Alan Broderick 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.
Michael Brooks (CRD# 4901171) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Norfolk, VA and has over 19 years of experience in the finance industry. Michael Brooks 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.
Donald Brown (CRD# 1667978) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Williamsburg, VA and has over 36 years of experience in the finance industry.