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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
Christopher Smith (CRD# 5352533) is an Investment Advisor Representative working at Edward Jones in Dover, DE and has over 15 years of experience in the finance industry.
Craig Socie (CRD# 1032006) is an Investment Advisor Representative working at Prudential Financial Planning Services in Galena, MD and has over 40 years of experience in the finance industry.
Robert Stephens (CRD# 2486276) is an Investment Advisor Representative working at Primerica Advisors in Newark, DE and has over 29 years of experience in the finance industry.
Eric Stone (CRD# 4923954) is an Investment Advisor Representative working at Ect Advisory, LLC in Middletown, DE and has over 16 years of experience in the finance industry. Eric Stone 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.
John Taylor (CRD# 4195320) is an Investment Advisor Representative working at Financial Concepts Unlimited, Inc. in Centreville, MD and has over 23 years of experience in the finance industry.
Michael Tolliver (CRD# 6129399) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Dover, DE and has over 11 years of experience in the finance industry. Michael Tolliver 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.
Anna Touchard (CRD# 2355898) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, DE and has over 24 years of experience in the finance industry.
Charles Trakas (CRD# 3024642) is an Investment Advisor Representative working at Redwood Private Wealth in Middletown, DE and has over 26 years of experience in the finance industry.
Bruce Valliant (CRD# 4026211) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chestertown, MD and has over 24 years of experience in the finance industry.
Mary Valliant (CRD# 727767) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chestertown, MD and has over 29 years of experience in the finance industry.