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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
Jason Dallacqua (CRD# 5658911) is an Investment Advisor Representative working at Crest Wealth Advisors LLC in Annapolis, MD and has over 11 years of experience in the finance industry. Jason Dallacqua 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.
Michael Damas (CRD# 1897830) is an Investment Advisor Representative working at Maryland Capital Advisors, Inc. in Chester, MD and has over 35 years of experience in the finance industry.
Steven Dannenmann (CRD# 2058189) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Glen Burnie, MD and has over 29 years of experience in the finance industry.
Amanda David (CRD# 6638009) is an Investment Advisor Representative working at Edward Jones in Easton, MD and has over 6 years of experience in the finance industry.
Crystal Davis (CRD# 5905521) is an Investment Advisor Representative working at Avantax Advisory Services in Bowie, MD and has over 12 years of experience in the finance industry.
Lora Davis (CRD# 5164709) is an Investment Advisor Representative working at Lpl Financial LLC in Easton, MD and has over 17 years of experience in the finance industry.
Robert Davis (CRD# 3132945) is an Investment Advisor Representative working at Avantax Advisory Services in Camp Springs, MD and has over 25 years of experience in the finance industry.
William Davis (CRD# 1070786) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Annapolis, MD and has over 41 years of experience in the finance industry.
Christopher Day (CRD# 3199972) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Annapolis, MD and has over 14 years of experience in the finance industry.
Laurette Dearden (CRD# 1413397) is an Investment Advisor Representative working at Avantax Advisory Services in Laurel, MD and has over 29 years of experience in the finance industry. Laurette Dearden 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.