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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
Richard Pettit (CRD# 5619614) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roanoke, VA and has over 15 years of experience in the finance industry.
Pamela Poldiak (CRD# 4585013) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has 1 year of experience in the finance industry. Pamela Poldiak 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.
Jennifer Powell (CRD# 4675248) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Roanoke, VA and has over 11 years of experience in the finance industry.
Grayson Prillaman (CRD# 2707727) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 28 years of experience in the finance industry.
James Pugh (CRD# 2943995) is an Investment Advisor Representative working at Captrust in Roanoke, VA and has over 18 years of experience in the finance industry.
Mark Purcell (CRD# 5785382) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Roanoke, VA and has over 13 years of experience in the finance industry.
John Rader (CRD# 1210893) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 39 years of experience in the finance industry.
Tiffany Rawling (CRD# 5224883) is an Investment Advisor Representative working at Lpl Financial LLC in Roanoke, VA and has over 17 years of experience in the finance industry.
John Register (CRD# 2270475) is an Investment Advisor Representative working at Lpl Financial LLC in Roanoke, VA and has over 31 years of experience in the finance industry. John Register 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.
Hal Reynolds (CRD# 1206188) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 40 years of experience in the finance industry.