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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
Neil Treger (CRD# 1227755) is an Investment Advisor Representative working at Treger & Associates in Lexington, VA and has over 36 years of experience in the finance industry.
Danny Vance (CRD# 1606684) is an Investment Advisor Representative working at Edward Jones in Lexington, VA and has over 37 years of experience in the finance industry.
Josh Werle (CRD# 6745661) is an Investment Advisor Representative working at Edward Jones in Fincastle, VA and has over 7 years of experience in the finance industry.
Jennifer Williams (CRD# 2807882) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lexington, VA and has over 13 years of experience in the finance industry. Jennifer Williams 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 Wilson (CRD# 6826682) is an Investment Advisor Representative working at Edward Jones in Covington, VA and has over 6 years of experience in the finance industry.
James Woodford (CRD# 6149874) is an Investment Advisor Representative working at Edward Jones in Lexington, VA and has over 11 years of experience in the finance industry.
Erin Moseley (CRD# 7426254) is an Investment Advisor Representative working at Compass Capital Investments LLC in Fincastle, VA and has over 2 years of experience in the finance industry.
Brian Taylor (CRD# 7288167) is an Investment Advisor Representative working at Compass Capital Investments LLC in Fincastle, VA and has over 3 years of experience in the finance industry.