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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
Elchin Bagirov (CRD# 4922003) is an Investment Advisor Representative working at Morgan Stanley in Frederick, MD and has over 18 years of experience in the finance industry.
Bonnie Bailey (CRD# 6695693) is an Investment Advisor Representative working at Cwm, LLC in Hagerstown, MD and has over 7 years of experience in the finance industry. Bonnie Bailey 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.
Brian Bailey (CRD# 2249014) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Brian Bailey 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.
David Baker (CRD# 6819612) is an Investment Advisor Representative working at Edward Jones in Middletown, MD and has over 6 years of experience in the finance industry.
James Baker (CRD# 2661583) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 28 years of experience in the finance industry. James Baker 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.
Michelle Balfe (CRD# 4576033) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rockville, MD and has over 19 years of experience in the finance industry.
Bill Bancroft is the Chief Executive Officer of Impact Capital and has been serving high net worth clients for over 20 years. In addition to being an advisor to clients, Bill is responsible for the overall client experience, including consistent delivery of investment advice and exceptional service. He proactively identifies new planning and investment strategies designed to benefit the firm’s clients.
Prior to joining Impact Capital, Bill spent the majority of his career at Convergent Wealth Advisors. During his 16 years with the firm, he was part of a team that grew the firm’s assets under...
Joey Banghart (CRD# 4743465) is an Investment Advisor Representative working at Cjc Wealth Management in Olney, MD and has over 19 years of experience in the finance industry.
Charles Bankerd (CRD# 1550420) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 37 years of experience in the finance industry.
Gary Barnes (CRD# 1844112) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Leesburg, VA and has over 35 years of experience in the finance industry.