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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
Clayton Nash (CRD# 6519980) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 8 years of experience in the finance industry.
Thomas Nasta (CRD# 345101) is an Investment Advisor Representative working at Personal Financial Planning Inc. in Roanoke, VA and has over 37 years of experience in the finance industry.
Alma Nicholas-Long (CRD# 1576118) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roanoke, VA and has over 37 years of experience in the finance industry.
Robert Norris (CRD# 6924748) is an Investment Advisor Representative working at Edward Jones in Cave Spring, VA and has over 5 years of experience in the finance industry.
Michael O'keefe (CRD# 4680781) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Roanoke, VA and has over 20 years of experience in the finance industry.
Jennifer Owen (CRD# 4932232) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Roanoke, VA and has over 18 years of experience in the finance industry.
Benjamin Pearman (CRD# 4187094) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Roanoke, VA and has over 23 years of experience in the finance industry.
James Pearman (CRD# 2134909) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has over 33 years of experience in the finance industry. James Pearman 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.
Michael Pendleton (CRD# 4961390) is an Investment Advisor Representative working at Edward Jones in Roanoke, VA and has over 18 years of experience in the finance industry.
Adam Peters (CRD# 6026087) is an Investment Advisor Representative working at Commonwealth Financial Network in Roanoke, VA and has over 11 years of experience in the finance industry. Adam Peters 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.