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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
Larry Isley (CRD# 255580) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Martinsville, VA and has over 36 years of experience in the finance industry.
Lawrence Johnston (CRD# 2056574) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Martinsville, VA and has over 33 years of experience in the finance industry.
Wendell Jones (CRD# 2963238) is an Investment Advisor Representative working at Phoenix Financial Solutions, Inc. in Greensboro, NC and has over 26 years of experience in the finance industry. Wendell Jones 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.
Joe Kersey (CRD# 6834463) is an Investment Advisor Representative working at Lpl Financial LLC in Martinsville, VA and has over 6 years of experience in the finance industry.
Colon Knight (CRD# 5555423) is an Investment Advisor Representative working at Edward Jones in Summerfield, NC and has over 15 years of experience in the finance industry.
James Lavorgna (CRD# 702472) is an Investment Advisor Representative working at Forsyth Wealth Management, Inc. in Martinsville, VA and has over 44 years of experience in the finance industry. James Lavorgna 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.
Mark Lewis (CRD# 4001357) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Danville, VA and has over 24 years of experience in the finance industry.
Matthew Logan (CRD# 4823102) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greensboro, NC and has over 19 years of experience in the finance industry. Matthew Logan 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.
Edgar Love (CRD# 4177799) is an Investment Advisor Representative working at Davenport & Company LLC in Danville, VA and has over 23 years of experience in the finance industry.
John Marske (CRD# 1349330) is an Investment Advisor Representative working at Onedigital Investment Advisors in Greensboro, NC and has over 27 years of experience in the finance industry. John Marske 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.