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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 Pugh (CRD# 2943995) is an Investment Advisor Representative working at Captrust in Roanoke, VA and has over 18 years of experience in the finance industry.
Mark Purcell (CRD# 5785382) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Roanoke, VA and has over 13 years of experience in the finance industry.
John Rader (CRD# 1210893) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 39 years of experience in the finance industry.
Stacie Rhodes (CRD# 6989922) is an Investment Advisor Representative working at Hsc Wealth Advisors in Forest, VA and has over 5 years of experience in the finance industry. Stacie Rhodes 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.
Roy Roberson (CRD# 2428448) is an Investment Advisor Representative working at Esi Financial Advisors in Lynchburg, VA and has over 30 years of experience in the finance industry.
Sarah Rock (CRD# 2084928) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Roanoke, VA and has over 33 years of experience in the finance industry.
Joshua Rockey (CRD# 6045645) is an Investment Advisor Representative working at Edward Jones in Lynchburg, VA and has over 12 years of experience in the finance industry.
Kimberly Rosenfeld (CRD# 1156539) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roanoke, VA and has over 29 years of experience in the finance industry.
Claude Royal (CRD# 5561722) is an Investment Advisor Representative working at Wealthdrive Advisory LLC in Rustburg, VA and has over 15 years of experience in the finance industry.
Don Satterfield (CRD# 4456423) is an Investment Advisor Representative working at Edward Jones in Rustburg, VA and has over 22 years of experience in the finance industry.