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Distance Only Henrico, VA
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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
John Cory Hoffer (CRD# 4093325) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Henrico, VA and has over 23 years of experience in the finance industry. John Cory Hoffer 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.
Walter Jessee (CRD# 6647549) is an Investment Advisor Representative working at Impact Financial, LLC in Henrico, VA and has over 7 years of experience in the finance industry. Walter Jessee 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.
Kenneth Jones (CRD# 4680197) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Henrico, VA and has over 8 years of experience in the finance industry. Kenneth Jones 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.
Jeremy Kirkland (CRD# 5139278) is an Investment Advisor Representative working at Redmond Asset Management, LLC in Henrico, VA and has 1 year of experience in the finance industry.
Ryan Klimek (CRD# 4434729) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Henrico, VA and has over 22 years of experience in the finance industry.
Peggy Lawhorne (CRD# 3237989) is an Investment Advisor Representative working at Lpl Financial LLC in Henrico, VA and has over 22 years of experience in the finance industry.
James McPherson (CRD# 5603720) is an Investment Advisor Representative working at Edelman Financial Engines in Henrico, VA and has over 12 years of experience in the finance industry.
Michael Mills (CRD# 4615851) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Henrico, VA and has over 21 years of experience in the finance industry.
Russell Munn (CRD# 6896621) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Henrico, VA and has over 5 years of experience in the finance industry. Russell Munn 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.
Jeffrey Mussatt (CRD# 4341690) is an Investment Advisor Representative working at Crossgrain Family Investments, LLC in Henrico, VA and has over 23 years of experience in the finance industry. Jeffrey Mussatt 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.