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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
Colleen Stephenson (CRD# 4811906) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 10 years of experience in the finance industry.
Amy Stone (CRD# 4978097) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 16 years of experience in the finance industry.
Aurora Streeter (CRD# 6774605) is an Investment Advisor Representative working at First Command Advisory Services in Williamsburg, VA and has over 6 years of experience in the finance industry.
Kimberly Tinsley (CRD# 4225364) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 17 years of experience in the finance industry.
Robert Turner (CRD# 2303036) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 31 years of experience in the finance industry.
Glenn Verity (CRD# 6283003) is an Investment Advisor Representative working at Level Four Advisory Services in Williamsburg, VA and has 1 year of experience in the finance industry. Glenn Verity 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 Vitaletti (CRD# 2243707) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has over 31 years of experience in the finance industry.
Stephen Volk (CRD# 802327) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Williamsburg, VA and has over 41 years of experience in the finance industry. Stephen Volk 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 Wall (CRD# 5381868) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 14 years of experience in the finance industry.
Christopher Walls (CRD# 2827615) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Williamsburg, VA and has over 25 years of experience in the finance industry.