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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
Thomas Trant (CRD# 2472211) is an Investment Advisor Representative working at Davinci Financial Designs in Newport News, VA and has over 29 years of experience in the finance industry.
Amy Tucker (CRD# 6734976) is an Investment Advisor Representative working at Edward Jones in Suffolk, VA and has over 7 years of experience in the finance industry. Amy Tucker 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.
Elizabeth Ware (CRD# 2205132) is an Investment Advisor Representative working at Lpl Financial LLC in Newport News, VA and has over 32 years of experience in the finance industry.
Marla Warner (CRD# 5345202) is an Investment Advisor Representative working at Davinci Financial Designs in Newport News, VA and has over 11 years of experience in the finance industry.
Corey Watson (CRD# 5438422) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newport News, VA and has over 14 years of experience in the finance industry.
Jonathan West (CRD# 4267280) is an Investment Advisor Representative working at Montgomery Capital Management, LLC in Newport News, VA and has over 22 years of experience in the finance industry.
Joshua West (CRD# 3055550) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Suffolk, VA and has over 25 years of experience in the finance industry.
Dayton Wiese (CRD# 4924964) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Yorktown, VA and has over 9 years of experience in the finance industry.
Margaret Wiley (CRD# 5681782) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Suffolk, VA and has over 14 years of experience in the finance industry.
Leah-beth Williams (CRD# 4598836) is an Investment Advisor Representative working at Lpl Financial LLC in Suffolk, VA and has over 21 years of experience in the finance industry.