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Distance Only Chevy Chase, MD
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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
Samuel Gottesman (CRD# 1529048) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chevy Chase, MD and has over 13 years of experience in the finance industry.
William Gribble (CRD# 2897248) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 26 years of experience in the finance industry.
Peter Halbrook (CRD# 5684666) is an Investment Advisor Representative working at Tritonpoint Wealth, LLC in Chevy Chase, MD and has over 12 years of experience in the finance industry.
David Haring (CRD# 1806841) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 36 years of experience in the finance industry.
Candace Hedgepeth-Kim (CRD# 5382830) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 16 years of experience in the finance industry.
Mindy Hendawi (CRD# 3260136) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 23 years of experience in the finance industry.
Erich Imphong (CRD# 5083311) is an Investment Advisor Representative working at Independent Financial Group, LLC in Chevy Chase, MD and has over 7 years of experience in the finance industry. Erich Imphong 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.
Cora Ingrim (CRD# 2347884) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Chevy Chase, MD and has over 30 years of experience in the finance industry. Cora Ingrim 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.
James Jones (CRD# 261356) is an Investment Advisor Representative working at Washington Securities Corporation in Chevy Chase, MD and has over 41 years of experience in the finance industry.
Daniel Kane (CRD# 4470700) is an Investment Advisor Representative working at Carderock Capital Management, Inc. in Chevy Chase, MD and has over 22 years of experience in the finance industry.