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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
Robert Turner (CRD# 2303036) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 31 years of experience in the finance industry.
Glenn Verity (CRD# 6283003) is an Investment Advisor Representative working at Level Four Advisory Services in Williamsburg, VA and has 1 year of experience in the finance industry. Glenn Verity 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.
Thomas Vitaletti (CRD# 2243707) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has over 31 years of experience in the finance industry.
Stephen Volk (CRD# 802327) is an Investment Advisor Representative working at Osaic Fs, Inc. in Williamsburg, VA and has over 42 years of experience in the finance industry. Stephen Volk 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.
John Wall (CRD# 5381868) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 14 years of experience in the finance industry.
John Wallin (CRD# 1216162) is an Investment Advisor Representative working at Davenport & Company LLC in Kilmarnock, VA and has over 24 years of experience in the finance industry.
Christopher Walls (CRD# 2827615) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Williamsburg, VA and has over 25 years of experience in the finance industry.
Elizabeth Ware (CRD# 2205132) is an Investment Advisor Representative working at Lpl Financial LLC in Newport News, VA and has over 32 years of experience in the finance industry.
Marla Warner (CRD# 5345202) is an Investment Advisor Representative working at Davinci Financial Designs in Newport News, VA and has over 11 years of experience in the finance industry.
Karyn Warren (CRD# 3166705) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hampton, VA and has over 25 years of experience in the finance industry. Karyn Warren 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.