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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
James Stephenson (CRD# 1695847) is an Investment Advisor Representative working at Primerica Advisors in Windsor, VA and has over 36 years of experience in the finance industry.
Lisa Adamonis Pile (CRD# 6157085) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport News, VA and has over 10 years of experience in the finance industry.
Oscar N. Alvarez (CRD# 2396863) is an Registered Investment Advisor in the state of Virginia and owner of Pathway Financial Planning, Inc. in Newport News, VA. Oscar has over 23 years of experience in the finance industry. Oscar Alvarez 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 putclients' interests first and comply with...
Nolia Anderson (CRD# 1484993) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hampton, VA and has over 37 years of experience in the finance industry.
Andrew Baillie (CRD# 5574704) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Suffolk, VA and has over 15 years of experience in the finance industry.
Jacob Bales (CRD# 6222642) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Newport News, VA and has over 9 years of experience in the finance industry. Jacob Bales 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.
James Bales (CRD# 2542261) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Newport News, VA and has over 29 years of experience in the finance industry.
Shelby Barnetti (CRD# 6677443) is an Investment Advisor Representative working at First Command Advisory Services in Newport News, VA and has over 7 years of experience in the finance industry.
Marcus Bauman (CRD# 5278844) is an Investment Advisor Representative working at Interactive Financial Advisors in Newport News, VA and has over 15 years of experience in the finance industry.
Franklin Belvin (CRD# 1816209) is an Investment Advisor Representative working at Edward Jones in Yorktown, VA and has over 33 years of experience in the finance industry.