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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
Virginia Barkett (CRD# 5502927) is an Investment Advisor Representative working at Compass Capital Investments LLC in Fincastle, VA and has over 6 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.
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.
Steven Agee (CRD# 6307186) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roanoke, VA and has over 9 years of experience in the finance industry.
Ronald Alley (CRD# 2238939) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Roanoke, VA and has over 32 years of experience in the finance industry.
Harvey Allison (CRD# 4073561) is an Investment Advisor Representative working at Eagle Strategies LLC in Roanoke, VA and has over 24 years of experience in the finance industry.
Ezra Amiss (CRD# 4449131) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roanoke, VA and has over 22 years of experience in the finance industry. Ezra Amiss 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.
Susan Anderson (CRD# 3023893) is an Investment Advisor Representative working at Valley View Consulting LLC in Huddleston, VA and has over 23 years of experience in the finance industry.
Lisa Angle (CRD# 5185306) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roanoke, VA and has over 12 years of experience in the finance industry.