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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
Karen Tupitza (CRD# 1936018) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Staunton, VA and has over 34 years of experience in the finance industry. Karen Tupitza 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.
Kenya Balser (CRD# 7783121) is an Investment Advisor Representative working at Edward Jones in Staunton, VA and has 1 year of experience in the finance industry.
Bridgett Beasley (CRD# 7475396) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Staunton, VA and has 1 year of experience in the finance industry.
Lucas Humphries (CRD# 7158501) is an Investment Advisor Representative working at Edward Jones in Staunton, VA and has over 4 years of experience in the finance industry.
Mary Pritt (CRD# 7640326) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Staunton, VA and has 1 year of experience in the finance industry.
Laura Leigh Scott (CRD# 7053769) is an Investment Advisor Representative working at Edward Jones in Staunton, VA and has over 4 years of experience in the finance industry.
Tonya Sivinski (CRD# 3127781) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Staunton, VA and has over 25 years of experience in the finance industry.
Margot Allman-Smith (CRD# 4488993) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Harrisonburg, VA and has over 22 years of experience in the finance industry.
Kathy Armentrout (CRD# 2208417) is an Investment Advisor Representative working at Edward Jones in Harrisonburg, VA and has over 28 years of experience in the finance industry.
Timothy Armstrong (CRD# 1901167) is an Investment Advisor Representative working at Armstrong Financial, Inc. in Crozet, VA and has over 34 years of experience in the finance industry. Timothy Armstrong 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.