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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
Troy Petry (CRD# 2726143) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westminster, MD and has over 23 years of experience in the finance industry.
Aaron Puckett (CRD# 3139974) is an Investment Advisor Representative working at Lpl Financial LLC in Westminster, MD and has over 21 years of experience in the finance industry. Aaron Puckett 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.
Robert Robertson (CRD# 1460628) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westminster, MD and has over 37 years of experience in the finance industry. Robert Robertson 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.
Benjamin Rogers (CRD# 3149292) is an Investment Advisor Representative working at Edward Jones in Westminster, MD and has over 25 years of experience in the finance industry.
Karen Seipp (CRD# 1970385) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westminster, MD and has over 16 years of experience in the finance industry.
Jake Sturgill began his career in financial services with T. Rowe Price in 2010, where he was recognized with several performance awards, before becoming an advisor with Puckett & Sturgill. In addition to earning a B.S. degree from James Madison University, he became a Certified Financial Planner™ (CFP®) practitioner through the Certified Financial Planner Board of Standards in 2014. Clients will benefit from his knowledge, skills, and dedication to providing excellent service and support.
Jake represents the third generation of his family to dedicate their career to providing financial services...
Tyler Sturgill (CRD# 4830198) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Westminster, MD and has over 19 years of experience in the finance industry.
Douglas Velnoskey (CRD# 1618478) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westminster, MD and has over 36 years of experience in the finance industry. Douglas Velnoskey 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.
Gregory Wagner (CRD# 5480915) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westminster, MD and has over 16 years of experience in the finance industry. Gregory Wagner 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 Wissel (CRD# 4119090) is an Investment Advisor Representative working at Howard Capital Management Group, LLC in Westminster, MD and has over 24 years of experience in the finance industry.