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
Roger Shorr (CRD# 2019423) is an Investment Advisor Representative working at Lpl Financial LLC in Towson, MD and has over 24 years of experience in the finance industry. Roger Shorr 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.
Towson Wealth Management was founded by Kurt Wiegert, with the mission to create a company specializing in supporting and transitioning people into retirement and throughout their retirement years. He began his financial planning career in 1996 with a private accounting firm, where he served as the senior financial advisor and lead portfolio investment manager. Prior to forming Towson Wealth Management, he served as a Vice President of Wealth Management at a private financial planning and corporate benefits firm. Since 1996, he has had extensive experience working with individuals, families and...
I provide comprehensive investment and wealth management services to individuals and families. My primary function is managing investment portfolios, but I also provide a wide range of financial planning and wealth management services.
Red Wave Investments manages accounts by investing in individual stocks and bonds using a value investment philosophy. Value investing involves fundamental financial and qualitative analysis of companies and I seek to buy securities when they are available at a price that I believe provides for an attractive return.
I work with every client to put together a plan...
Jake Sturgill began his career in financial services with T. Rowe Price in 2010, where he was recognized with several performance awards, before becoming an advisor with Puckett & Sturgill. In addition to earning a B.S. degree from James Madison University, he became a Certified Financial Planner™ (CFP®) practitioner through the Certified Financial Planner Board of Standards in 2014. Clients will benefit from his knowledge, skills, and dedication to providing excellent service and support.
Jake represents the third generation of his family to dedicate their career to providing financial services...
James Williams (CRD# 2922913) is an Investment Advisor Representative working at Ic Advisory Services, Inc. and a Registered Representative with The investment Center, Inc., a broker-dealer firm, in Lancaster, PA and has over 16 years of experience as an advisor and financial planner.
It can be hard to find the right financial advisor to work with. For sixteen years we have served the needs and wants of a diverse group of individuals, families, partners, business owners and their employees, both in the public and private sectors.
We do this by first getting to know our client's history...