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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
Don Carter (CRD# 6269363) is an Investment Advisor Representative working at D.a. Davidson & Company in Lynchburg, VA and has over 10 years of experience in the finance industry. Don Carter 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.
George Caylor (CRD# 810069) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Lynchburg, VA and has over 36 years of experience in the finance industry.
Melanie Chenault (CRD# 2518036) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lynchburg, VA and has over 22 years of experience in the finance industry.
Brent Childress (CRD# 6531750) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 8 years of experience in the finance industry.
David Chrisman (CRD# 1260526) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lynchburg, VA and has over 39 years of experience in the finance industry.
Fonda Coffey (CRD# 5248939) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, VA and has over 17 years of experience in the finance industry.
Pamela Cole (CRD# 1336621) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Buena Vista, VA and has over 39 years of experience in the finance industry.
Tommy Collins (CRD# 1248769) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 17 years of experience in the finance industry.
Janet Conti (CRD# 4368355) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lynchburg, VA and has over 18 years of experience in the finance industry.
David Cooper (CRD# 5537327) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lynchburg, VA and has over 15 years of experience in the finance industry.