Distance Metro area (25 miles)
- 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
Graham Mackey (CRD# 2588807) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in South Boston, VA and has over 23 years of experience in the finance industry.
Kristine Boelte (CRD# 4556242) is an Investment Advisor Representative working at Kristine A. Boelte & Associates, LLC in Clarksville, VA and has over 15 years of experience in the finance industry. Kristine Boelte 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 Horner (CRD# 1382722) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Roxboro, NC and has over 32 years of experience in the finance industry.