-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kimberly Bleck (CRD# 5727806) is an Investment Advisor Representative working at Burkholder & Associates, LLC in Chevy Chase, MD and has over 12 years of experience in the finance industry. Kimberly Bleck 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.
Megan Bleil (CRD# 4801111) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 19 years of experience in the finance industry.
Philip Blevins (CRD# 1109393) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 41 years of experience in the finance industry.
Rebecca Blevins (CRD# 6191164) is an Investment Advisor Representative working at Concord Wealth Partners in Rockville, MD and has over 11 years of experience in the finance industry. Rebecca Blevins 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.
Talya Bock (CRD# 5199925) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 17 years of experience in the finance industry.
Jason Bogaczyk (CRD# 4450581) is an Investment Advisor Representative working at Lpl Financial LLC in Stevensville, MD and has over 16 years of experience in the finance industry.
Nicholas Bohn (CRD# 5226159) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 16 years of experience in the finance industry.
Michael Bolen (CRD# 2334043) is an Investment Advisor Representative working at United Brokerage Services Inc. in Arlington, VA and has over 31 years of experience in the finance industry.
Lee Bollhorst (CRD# 3203163) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 25 years of experience in the finance industry.
Gretchen Bolton (CRD# 2421965) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bethesda, MD and has over 30 years of experience in the finance industry.