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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
Jim Gravgaard (CRD# 5672771) is an Investment Advisor Representative working at Osaic Institutions, Inc. in White Stone, VA and has over 14 years of experience in the finance industry.
Cheri Green (CRD# 4264518) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has over 21 years of experience in the finance industry. Cheri Green 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.
James Haas (CRD# 716334) is an Investment Advisor Representative working at Haas Investment Management LLC in Newport News, VA and has over 43 years of experience in the finance industry.
Heather Hall (CRD# 3240534) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 16 years of experience in the finance industry.
Ray Hanson (CRD# 1394683) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Williamsburg, VA and has over 38 years of experience in the finance industry.
Traver Hardesty (CRD# 5196922) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in 23188, VA and has over 11 years of experience in the finance industry.
Robin Harrell (CRD# 4632057) is an Investment Advisor Representative working at Missionsquare Retirement in Williamsburg, VA and has over 2 years of experience in the finance industry. Robin Harrell 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.
Jessica Harris (CRD# 4855521) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Newport News, VA and has over 19 years of experience in the finance industry.
Charlene Harvey (CRD# 2170971) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 32 years of experience in the finance industry.
Albert Haskins (CRD# 5778377) is an Investment Advisor Representative working at Cuso Financial Services in Williamsburg, VA and has over 13 years of experience in the finance industry.