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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
Robert Boyce (CRD# 3198793) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Manassas, VA and has over 24 years of experience in the finance industry.
David Brennan (CRD# 1541038) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fredericksburg, VA and has over 37 years of experience in the finance industry.
Jonathan Brennan (CRD# 6019233) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fredericksburg, VA and has over 10 years of experience in the finance industry.
Fulton Bridges (CRD# 6302961) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Springfield, VA and has over 10 years of experience in the finance industry.
Robert Briscoe (CRD# 5179791) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Ridge, VA and has over 17 years of experience in the finance industry.
Lawrence Brooks (CRD# 5575440) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Fort Washington, MD and has over 15 years of experience in the finance industry.
Lamont Brown (CRD# 5866585) is an Investment Advisor Representative working at Mariner Independent in Fredericksburg, VA and has over 13 years of experience in the finance industry. Lamont Brown 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.
Stephen Brown (CRD# 1067977) is an Investment Advisor Representative working at King George Capital Mgmt, Inc. in King George, VA and has over 41 years of experience in the finance industry. Stephen Brown 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.
Theodore Brown (CRD# 4307809) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 21 years of experience in the finance industry.
Jody Bruce (CRD# 4120968) is an Investment Advisor Representative working at United Brokerage Services Inc. in Fredericksburg, VA and has over 24 years of experience in the finance industry.