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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
Trevor Maxwell (CRD# 6950418) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Suffolk, VA and has over 5 years of experience in the finance industry.
Kenneth McGahee (CRD# 7664358) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Suffolk, VA and has 1 year of experience in the finance industry.
Carter Moss (CRD# 5299990) is an Investment Advisor Representative working at Missionsquare Retirement in Suffolk, VA and has over 17 years of experience in the finance industry.
Heather Stouder (CRD# 7238515) is an Investment Advisor Representative working at Edward Jones in Suffolk, VA and has over 3 years of experience in the finance industry.
Odestaphan Woodard (CRD# 7116820) is an Investment Advisor Representative working at Edward Jones in Suffolk, VA and has over 3 years of experience in the finance industry.
Arthur Grizzle (CRD# 5685783) is an Investment Advisor Representative working at Martello Investments, LLC in Norfolk, VA and has 10 years of experience in the finance industry.
David Abbott (CRD# 6445258) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Virginia Beach, VA and has over 9 years of experience in the finance industry.
Lisa Adamonis Pile (CRD# 6157085) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport News, VA and has over 10 years of experience in the finance industry.
Gregory Addison (CRD# 1962997) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Norfolk, VA and has over 34 years of experience in the finance industry.
Paul Allen (CRD# 6582946) is a Fee-Only Financial Adviser, Principal, and Founder at PIM Financial Partners, LLC in Virginia Beach, VA and has 2 years of experience in the finance industry.
"When I was on active duty I couldn't find the kind of financial adviser I wanted - so when I retired from active duty I became one."
Ready to help you navigate your financial future. Initial consultations are always free.
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