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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
Eric Lewis (CRD# 6865704) is an Investment Advisor Representative working at Advisor Alliance LLC in Charles Town, WV and has over 6 years of experience in the finance industry.
Julie-anne Lewis (CRD# 4311609) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middleburg, VA and has over 23 years of experience in the finance industry.
Jordan Liskey (CRD# 5911991) is an Investment Advisor Representative working at Newedge Advisors in Berryville, VA and has over 12 years of experience in the finance industry.
Stephen Locke (CRD# 1122385) is an Investment Advisor Representative working at First Advisors National, LLC in Stephens City, VA and has over 40 years of experience in the finance industry. Stephen Locke 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.
Ethan Loewen (CRD# 5030132) is an Investment Advisor Representative working at Edward Jones in Charles Town, WV and has over 18 years of experience in the finance industry.
Bryan Lohr (CRD# 7033456) is an Investment Advisor Representative working at Present Value Financial Services LLC in Purcellville, VA and has over 6 years of experience in the finance industry.
Becky Lynch (CRD# 1899295) is an Investment Advisor Representative working at Calton & Associates, Inc. in Hagerstown, MD and has over 35 years of experience in the finance industry.
Thomas Maiden (CRD# 1955506) is an Investment Advisor Representative working at Mission:advice in Shepherdstown, WV and has over 34 years of experience in the finance industry. Thomas Maiden 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.
Phillip McCoy (CRD# 5957445) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Martinsburg, WV and has over 12 years of experience in the finance industry.
Brian McDonald (CRD# 5140686) is an Investment Advisor Representative working at Edward Jones in Purcellville, VA and has over 17 years of experience in the finance industry.