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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
Claude Royal (CRD# 5561722) is an Investment Advisor Representative working at Wealthdrive Advisory LLC in Rustburg, VA and has over 15 years of experience in the finance industry.
Don Satterfield (CRD# 4456423) is an Investment Advisor Representative working at Edward Jones in Rustburg, VA and has over 22 years of experience in the finance industry.
Stuart Sutphin (CRD# 6547273) is an Investment Advisor Representative working at Open Doors Fp in Chatham, VA and has over 7 years of experience in the finance industry. Stuart Sutphin 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.
Emily Upshaw (CRD# 6156224) is an Investment Advisor Representative working at Valley View Consulting LLC in Huddleston, VA and has over 8 years of experience in the finance industry.
Angeles Atkinson (CRD# 4994411) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Chatham, VA and has over 16 years of experience in the finance industry.
Laura Holt (CRD# 6463746) is an Investment Advisor Representative working at Lpl Financial LLC in Altavista, VA and has over 8 years of experience in the finance industry.
Timothy Pinon (CRD# 1966243) is an Investment Advisor Representative working at Valley View Consulting LLC in Huddleston, VA and has over 34 years of experience in the finance industry.