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Distance Only Charleston, WV
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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
Kelly Whitlock (CRD# 4130895) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has over 23 years of experience in the finance industry.
Leslie Wilkerson (CRD# 5951839) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has over 12 years of experience in the finance industry.
J Willis (CRD# 1231795) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, WV and has over 40 years of experience in the finance industry.
Richard Wolford (CRD# 2542647) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charleston, WV and has over 29 years of experience in the finance industry.
Teresa Yutzy (CRD# 2924200) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, WV and has over 26 years of experience in the finance industry.
Angela Beblo (CRD# 7424453) is an Investment Advisor Representative working at Global Freedom Financial LLC in Charleston, WV and has over 2 years of experience in the finance industry.
Justin Bonavitacola (CRD# 5442755) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Charleston, WV and has over 16 years of experience in the finance industry.
Matthew Carter (CRD# 7262004) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Charleston, WV and has over 3 years of experience in the finance industry.
Joshua Chambers (CRD# 7383044) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charleston, WV and has over 2 years of experience in the finance industry.
Terry Cyfers (CRD# 3231380) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charleston, WV and has 1 year of experience in the finance industry.