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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
Michelle Robinson (CRD# 7214395) is an Investment Advisor Representative working at Joss Brown Wealth Advisors in Williamsburg, VA and has over 4 years of experience in the finance industry. Michelle Robinson 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.
Daniel Roose (CRD# 5846611) is an Investment Advisor Representative working at Primerica Advisors in Williamsburg, VA and has over 13 years of experience in the finance industry.
Brady Rouse (CRD# 7537802) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newport News, VA and has 1 year of experience in the finance industry.
Phillip Saunders (CRD# 7426564) is an Investment Advisor Representative working at Joss Brown Wealth Advisors in Newport News, VA and has over 2 years of experience in the finance industry.
Scott Schuett (CRD# 7596939) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Newport News, VA and has over 2 years of experience in the finance industry.
William Shiang (CRD# 7591950) is an Investment Advisor Representative working at First Command Advisory Services in Newport News, VA and has 1 year of experience in the finance industry.
Whitney Sigler (CRD# 7656548) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newport News, VA and has 1 year of experience in the finance industry.
Bryson Spangler (CRD# 7674958) is an Investment Advisor Representative working at First Command Advisory Services in Newport News, VA and has 1 year of experience in the finance industry.
Stephen Sparkman (CRD# 6606362) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Williamsburg, VA and has over 8 years of experience in the finance industry.
Kelsey Swigart (CRD# 7653659) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has 1 year of experience in the finance industry.