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Distance Only Wilmington, DE
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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
Michael Dolezal (CRD# 5224587) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 17 years of experience in the finance industry. Michael Dolezal 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.
Debra Donlon (CRD# 4170256) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Wilmington, DE and has over 18 years of experience in the finance industry.
L. Dorsey (CRD# 2303156) is an Investment Advisor Representative working at Mariner Wealth in Wilmington, DE and has over 31 years of experience in the finance industry.
Daniel Dougherty (CRD# 5091416) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wilmington, DE and has over 18 years of experience in the finance industry.
Patrick Dougherty (CRD# 6737715) is an Investment Advisor Representative working at Wells Fargo Advisors in Wilmington, DE and has over 6 years of experience in the finance industry.
Julie Douglas Maddox (CRD# 1056818) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 41 years of experience in the finance industry. Julie Douglas Maddox 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.
William Dugdale (CRD# 7005977) is an Investment Advisor Representative working at Alliancebernstein LP in Wilmington, DE and has over 5 years of experience in the finance industry.
Steven Duncan (CRD# 3137617) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wilmington, DE and has over 25 years of experience in the finance industry. Steven Duncan 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.
Kevin Dunion (CRD# 2400387) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wilmington, DE and has over 23 years of experience in the finance industry.
David Durnan (CRD# 3184767) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, DE and has over 25 years of experience in the finance industry.