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Distance Only Arlington, VA
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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
Marc Sassin (CRD# 4473338) is an Investment Advisor Representative working at Portfolio Management & Planning, Inc. in Arlington, VA and has 1 year of experience in the finance industry.
Eric Schaefer (CRD# 5736537) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 14 years of experience in the finance industry. Eric Schaefer 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.
Mitchel Schlesinger (CRD# 2786730) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 27 years of experience in the finance industry.
William Scoggins (CRD# 5256745) is an Investment Advisor Representative working at Svb Wealth in Arlington, VA and has over 17 years of experience in the finance industry.
David Shapiro (CRD# 4228711) is an Investment Advisor Representative working at Vanshap Capital, LLC in Arlington, VA and has over 21 years of experience in the finance industry.
Todd Shears (CRD# 5409021) is an Investment Advisor Representative working at Bluesail Advisors LLC in Arlington, VA and has over 16 years of experience in the finance industry.
Marcio Silveira (CRD# 4843761) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Arlington, VA and has over 19 years of experience in the finance industry. Marcio Silveira 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.
Joseph Simon (CRD# 2953425) is an Investment Advisor Representative working at Lpl Financial LLC in Arlington, VA and has over 26 years of experience in the finance industry.
James Smith (CRD# 5758883) is an Investment Advisor Representative working at Lpl Financial LLC in Arlington, VA and has over 13 years of experience in the finance industry. James Smith 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.
Daniel Spainhour (CRD# 3161970) is an Investment Advisor Representative working at Rockefeller Capital Management in Arlington, VA and has over 20 years of experience in the finance industry.