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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
Stephen Cowan (CRD# 6740122) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roanoke, VA and has over 7 years of experience in the finance industry.
Logan Dalton (CRD# 7828697) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lynchburg, VA and has 1 year of experience in the finance industry.
Julie Dean (CRD# 6183269) is an Investment Advisor Representative working at Edward Jones in Roanoke, VA and has 1 year of experience in the finance industry.
Seth Deaver (CRD# 6494685) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 4 years of experience in the finance industry.
Derek Dolan (CRD# 7593060) is an Investment Advisor Representative working at Wood Creek Capital Advisors, LLC in Lynchburg, VA and has over 2 years of experience in the finance industry.
Haden Dudley (CRD# 866608) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Roanoke, VA and has over 39 years of experience in the finance industry. Haden Dudley 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.
Calvin Egan (CRD# 7173549) is an Investment Advisor Representative working at Commonwealth Financial Network in Lynchburg, VA and has 1 year of experience in the finance industry. Calvin Egan 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.
Kirsten Ehrich (CRD# 2277202) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 10 years of experience in the finance industry.
Emily Elfallah (CRD# 6786583) is an Investment Advisor Representative working at Integrity Financial Planning, Inc. in Roanoke, VA and has 1 year of experience in the finance industry.
Jackson English (CRD# 7841687) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lynchburg, VA and has 1 year of experience in the finance industry.