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Distance Only Easton, 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
Kara Burt (CRD# 6706203) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Easton, MD and has over 6 years of experience in the finance industry.
Thomas Campi (CRD# 4272965) is an Investment Advisor Representative working at Index Portfolio Tools Advisors in Easton, MD and has over 23 years of experience in the finance industry. Thomas Campi 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.
David Connolly (CRD# 2869388) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Easton, MD and has over 26 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.
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.
Jennifer Edgell (CRD# 4909308) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Easton, MD and has over 18 years of experience in the finance industry.
Scott Eglseder (CRD# 1287980) is an Investment Advisor Representative working at Commonwealth Financial Network in Easton, MD and has over 29 years of experience in the finance industry.
Lars Erickson (CRD# 6293237) is an Investment Advisor Representative working at East Bay Equities LLC in Easton, MD and has over 10 years of experience in the finance industry.
Gregory Frankos (CRD# 4734409) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Easton, MD and has over 20 years of experience in the finance industry.
Sandra Frey (CRD# 1227053) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Easton, MD and has over 39 years of experience in the finance industry.