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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
Michael O'keefe (CRD# 4680781) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Roanoke, VA and has over 20 years of experience in the finance industry.
Lee Parece (CRD# 5241663) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 16 years of experience in the finance industry.
Staci Parker (CRD# 2972305) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 14 years of experience in the finance industry.
Michael Pendleton (CRD# 4961390) is an Investment Advisor Representative working at Edward Jones in Roanoke, VA and has over 18 years of experience in the finance industry.
John Peniche (CRD# 2968358) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 26 years of experience in the finance industry.
Richard Pettit (CRD# 5619614) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roanoke, VA and has over 15 years of experience in the finance industry.
Robert Platt (CRD# 2745763) is an Investment Advisor Representative working at Lpl Financial LLC in Lynchburg, VA and has over 27 years of experience in the finance industry.
Craig Posey (CRD# 5192213) is an Investment Advisor Representative working at Edward Jones in Forest, VA and has over 17 years of experience in the finance industry.
Jennifer Powell (CRD# 4675248) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Roanoke, VA and has over 11 years of experience in the finance industry.
Grayson Prillaman (CRD# 2707727) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 28 years of experience in the finance industry.