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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
Antonija Simpson (CRD# 5658759) is an Investment Advisor Representative working at Edward Jones in Williamsburg, VA and has over 15 years of experience in the finance industry.
Frank Smith (CRD# 1820321) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Williamsburg, VA and has over 26 years of experience in the finance industry.
Kevin Smith (CRD# 5452226) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hampton, VA and has over 6 years of experience in the finance industry. Kevin Smith 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.
Barbara Spady (CRD# 4781832) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 15 years of experience in the finance industry.
Mark Stanley (CRD# 4474435) is an Investment Advisor Representative working at Next Financial Group, Inc. in Newport News, VA and has over 22 years of experience in the finance industry.
Colleen Stephenson (CRD# 4811906) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 10 years of experience in the finance industry.
Amy Stone (CRD# 4978097) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 16 years of experience in the finance industry.
Aurora Streeter (CRD# 6774605) is an Investment Advisor Representative working at First Command Advisory Services in Williamsburg, VA and has over 6 years of experience in the finance industry.
Kimberly Tinsley (CRD# 4225364) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 18 years of experience in the finance industry.
Thomas Trant (CRD# 2472211) is an Investment Advisor Representative working at Davinci Financial Designs in Newport News, VA and has over 30 years of experience in the finance industry.