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Distance Only Greenville, DE
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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
Howard Richardson (CRD# 2175911) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 32 years of experience in the finance industry. Howard Richardson 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.
Kevin Ryan (CRD# 1059923) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, DE and has over 41 years of experience in the finance industry.
Harvey Strauss (CRD# 4590766) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, DE and has over 24 years of experience in the finance industry.
Brennan Thompson (CRD# 6908464) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, DE and has over 5 years of experience in the finance industry.
William Thompson (CRD# 827534) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, DE and has over 38 years of experience in the finance industry.
Michael Toner (CRD# 2068468) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 33 years of experience in the finance industry.
James Walls (CRD# 4523421) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Greenville, DE and has over 21 years of experience in the finance industry. James Walls 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.
Kevin Walls (CRD# 5546412) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Greenville, DE and has over 15 years of experience in the finance industry.
Patrick Walsh (CRD# 6802236) is an Investment Advisor Representative working at Spearhead Administrative Services, LLC in Greenville, DE and has 1 year of experience in the finance industry.
Ginger Ward (CRD# 2834015) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, DE and has over 27 years of experience in the finance industry.