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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
Karen Jones (CRD# 2352177) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Richmond, VA and has over 34 years of experience in the finance industry.
Richard Jones (CRD# 261654) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 42 years of experience in the finance industry.
Sierra Jones (CRD# 6459679) is an Investment Advisor Representative working at Riverfront Investment Group, LLC in Richmond, VA and has over 6 years of experience in the finance industry. Sierra 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.
Van Dyke Jones (CRD# 4156873) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 23 years of experience in the finance industry.
John Jordan (CRD# 2549281) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 29 years of experience in the finance industry.
Vivian Junco Leon (CRD# 5277968) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, VA and has over 17 years of experience in the finance industry.
Marion Kastenbaum (CRD# 5841748) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 12 years of experience in the finance industry.
Virginia Kehlenbeck (CRD# 4555885) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 15 years of experience in the finance industry. Virginia Kehlenbeck 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.
Roberta Keller (CRD# 2356321) is an Investment Advisor Representative working at Alexis Advisors in Richmond, VA and has over 14 years of experience in the finance industry.
Patrick Kelly (CRD# 1455242) is an Investment Advisor Representative working at Agincourt Capital Management, LLC in Richmond, VA and has over 38 years of experience in the finance industry.