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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
James Alexander (CRD# 4118348) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Morgantown, WV and has over 24 years of experience in the finance industry. James Alexander 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.
Edward Aman (CRD# 2965240) is an Investment Advisor Representative working at Edward Jones in Bridgeport, WV and has over 25 years of experience in the finance industry.
Jeffrey Bailey (CRD# 2387047) is an Investment Advisor Representative working at Mml Investors Services, LLC in Morgantown, WV and has over 30 years of experience in the finance industry.
Jason Bolen (CRD# 6146635) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Morgantown, WV and has over 7 years of experience in the finance industry. Jason Bolen 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.
John Bonasso (CRD# 2482298) is an Investment Advisor Representative working at Park Avenue Securities LLC in Morgantown, WV and has over 29 years of experience in the finance industry.
Leslie Boyce (CRD# 3016175) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bridgeport, WV and has over 25 years of experience in the finance industry.
Jeffrey Boyles (CRD# 6936007) is an Investment Advisor Representative working at Edward Jones in Fairmont, WV and has over 5 years of experience in the finance industry.
Rebecca Burns (CRD# 6527772) is an Investment Advisor Representative working at Edward Jones in Bridgeport, WV and has over 8 years of experience in the finance industry.
John Burton (CRD# 2364201) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairmont, WV and has over 30 years of experience in the finance industry.
Lisa Cain (CRD# 3036276) is an Investment Advisor Representative working at Edward Jones in Buckhannon, WV and has over 17 years of experience in the finance industry.