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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
Dean Daniel (CRD# 5302777) is an Investment Advisor Representative working at Daniel Capital Management, LLC in Potomac Falls, VA and has over 17 years of experience in the finance industry.
Elizabeth Davila (CRD# 2552319) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mclean, VA and has over 8 years of experience in the finance industry. Elizabeth Davila 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.
Anthony Davis (CRD# 6683889) is an Investment Advisor Representative working at Mai Capital Management, LLC in Reston, VA and has over 7 years of experience in the finance industry.
Jennifer Davis (CRD# 6372479) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has 1 year of experience in the finance industry. Jennifer Davis 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.
John Davis (CRD# 2611574) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 27 years of experience in the finance industry.
Mary Davis (CRD# 1047957) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 39 years of experience in the finance industry. Mary Davis 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.
Nicole Davis (CRD# 5282526) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 8 years of experience in the finance industry.
Theodore Davis (CRD# 4541468) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 21 years of experience in the finance industry.
James Day (CRD# 2014283) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 23 years of experience in the finance industry.
Patrick Day (CRD# 1221877) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 39 years of experience in the finance industry. Patrick Day 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.