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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
Howard Lininger (CRD# 4824918) is an Investment Advisor Representative working at Edward Jones in Newport News, VA and has over 10 years of experience in the finance industry.
Charles Lucy (CRD# 1603851) is an Investment Advisor Representative working at Bay Rivers Group Wealth Partners in Williamsburg, VA and has over 27 years of experience in the finance industry. Charles Lucy 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.
Victoria Lyttle (CRD# 2894217) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has over 26 years of experience in the finance industry.
Thomas Macdonnell (CRD# 1924888) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Williamsburg, VA and has over 27 years of experience in the finance industry.
Brian Machamer (CRD# 2858411) is an registered Investment Advisor, Founder and President of Riverside Investment Partners, Inc. in Newport News, VA and has over 19 years of experience in the finance industry.
At Riverside Investment Partners, we practice the Golden Rules of Investment Advising, that is we give advice as we would want to be advised. We manage four investment strategies on behalf of our clients and exercise descretionary trading to keep all clients properly invested at all times.
Kevin Mallory (CRD# 6791049) is an Investment Advisor Representative working at Mml Investors Services, LLC in Williamsburg, VA and has over 6 years of experience in the finance industry.
Robert Marchesano (CRD# 3125640) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Chesapeake, VA and has over 25 years of experience in the finance industry. Robert Marchesano 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.
Amber Marois (CRD# 6364590) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Port News, VA and has over 5 years of experience in the finance industry.
Matthew Martin (CRD# 6312876) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport News, VA and has over 9 years of experience in the finance industry.
John Mason (CRD# 5809825) is an Investment Advisor Representative working at Mason & Associates, LLC in Newport News, VA and has over 13 years of experience in the finance industry. John Mason 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.