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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
Richard Keller (CRD# 6227996) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Chesterfield, VA and has over 10 years of experience in the finance industry.
Jeremy Lynch (CRD# 6262870) is an Investment Advisor Representative working at Edward Jones in South Hill, VA and has over 10 years of experience in the finance industry.
Dennis Moore (CRD# 4132928) is an Investment Advisor Representative working at Edward Jones in Farmville, VA and has over 24 years of experience in the finance industry.
Ashley Morris (CRD# 6254105) is an Investment Advisor Representative working at Facet in Moseley, VA and has over 9 years of experience in the finance industry. Ashley Morris 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.
Constance Neilsen (CRD# 3277329) is an Investment Advisor Representative working at Davenport & Company LLC in Farmville, VA and has over 23 years of experience in the finance industry.
Michael Pugh (CRD# 3252166) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Hill, VA and has over 24 years of experience in the finance industry.
Steven Tanner (CRD# 2822321) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Hill, VA and has over 27 years of experience in the finance industry.
Carmen Taylor (CRD# 1373616) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in South Hill, VA and has over 38 years of experience in the finance industry.
Bradley Watson (CRD# 2415210) is an Investment Advisor Representative working at Davenport & Company LLC in Farmville, VA and has over 30 years of experience in the finance industry.
Brett Watson (CRD# 2245676) is an Investment Advisor Representative working at Davenport & Company LLC in Farmville, VA and has over 31 years of experience in the finance industry.