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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
Gary Kelman (CRD# 3171498) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richmond, VA and has over 25 years of experience in the finance industry.
Donald Kemp (CRD# 2469710) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Richmond, VA and has over 30 years of experience in the finance industry.
Alice Kennedy (CRD# 6302304) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Richmond, VA and has over 10 years of experience in the finance industry. Alice Kennedy 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.
Jonathan Kennedy (CRD# 4572097) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Richmond, VA and has over 21 years of experience in the finance industry.
Wendy Kerns (CRD# 2440119) is an Investment Advisor Representative working at Riverfront Investment Group, LLC in Richmond, VA and has over 23 years of experience in the finance industry.
Jason King (CRD# 3218271) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richmond, VA and has over 24 years of experience in the finance industry. Jason King 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.
John King (CRD# 4708979) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has 1 year of experience in the finance industry. John King 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.
Dalton Kitchen (CRD# 6893787) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Richmond, VA and has over 5 years of experience in the finance industry.
Daniel Kleinschuster (CRD# 4188484) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Richmond, VA and has over 23 years of experience in the finance industry.
Gladys Klevgard (CRD# 4406843) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Richmond, VA and has over 16 years of experience in the finance industry.