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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
Diane Case (CRD# 2579048) is an Investment Advisor Representative working at Shenandoah Financial in Charles Town, WV and has over 29 years of experience in the finance industry.
Joseph Cassella (CRD# 4486327) is an Investment Advisor Representative working at Primerica Advisors in Frederick, MD and has over 20 years of experience in the finance industry.
Every life event includes a financial decision, and we understand how stressful making those decisions can be. We all want to make good choices that gives us peace of mind and avoid making bad ones that have negative consequences for years to come. We guide people to make good financial choices, which results in a more successful journey.
Dario Cavazos (CRD# 5377759) is an Investment Advisor Representative working at Edward Jones in Frederick, MD and has over 16 years of experience in the finance industry.
John Chandler (CRD# 5766151) is an Investment Advisor Representative working at Global Retirement Partners LLC in Middletown, MD and has over 7 years of experience in the finance industry.
Michael Clabaugh (CRD# 2125182) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Frederick, MD and has over 32 years of experience in the finance industry.
Susan Clime (CRD# 4698469) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Frederick, MD and has over 17 years of experience in the finance industry.
Bradley Close (CRD# 7012788) is an Investment Advisor Representative working at Avantax Advisory Services in Berkeley Springs, WV and has over 5 years of experience in the finance industry.
Thomas Close (CRD# 2930725) is an Investment Advisor Representative working at Avantax Advisory Services in Berkeley Springs, WV and has over 26 years of experience in the finance industry.
William Coffey (CRD# 2240258) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Frederick, MD and has over 28 years of experience in the finance industry. William Coffey 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.
David Collins (CRD# 2426858) is an Investment Advisor Representative working at Crown Capital Securities, LP in Hagerstown, MD and has over 29 years of experience in the finance industry.