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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
Michael Calabrese (CRD# 4810340) is an Investment Advisor Representative working at Lpl Financial LLC in Annapolis, MD and has over 19 years of experience in the finance industry. Michael Calabrese 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.
Kim Caldwell (CRD# 5315827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 16 years of experience in the finance industry.
Thomas Campi (CRD# 4272965) is an Investment Advisor Representative working at Index Portfolio Tools Advisors in Easton, MD and has over 23 years of experience in the finance industry. Thomas Campi 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.
Jeffrey Cardozo (CRD# 5807786) is an Investment Advisor Representative working at Scarborough Capital Management in Annapolis, MD and has over 8 years of experience in the finance industry. Jeffrey Cardozo 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.
Thomas Carter (CRD# 2085078) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Annapolis, MD and has over 30 years of experience in the finance industry.
Alfred Cassinelli (CRD# 2518931) is an Investment Advisor Representative working at Lpl Financial LLC in Stevensville, MD and has over 29 years of experience in the finance industry.
William Caughey (CRD# 5882854) is an Investment Advisor Representative working at Edward Jones in Chester, MD and has over 13 years of experience in the finance industry.
Osborne Christensen (CRD# 846800) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Salisbury, MD and has over 12 years of experience in the finance industry.
At Premier Planning Group our mantra is Four Seasons experience with FedEx efficiency. Find out why our clients have entrusted us with over $350 million dollars worth of their retirement savings.
Aaron Cirksena is a new partner, having joined Brion Harris and his team at Premier Planning Group in August of 2015. Prior to joining Premier Aaron worked as an advisor with Morgan Stanley Wealth Management in the downtown Baltimore area.
Aaron was born and raised right here in the Annapolis area. He attended Severn High School in Severna Park and later graduated from the University of Maryland...
Chad Clark (CRD# 5350749) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salisbury, MD and has over 16 years of experience in the finance industry.