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Distance Only Linthicum Heights, MD
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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
Penelope Spees (CRD# 4250770) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 23 years of experience in the finance industry. Penelope Spees 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.
Gregory Speier (CRD# 5809883) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 13 years of experience in the finance industry.
David Thacker (CRD# 3106506) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 25 years of experience in the finance industry. David Thacker 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.
Thomas West (CRD# 2730225) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 26 years of experience in the finance industry.
Monte Woodfin (CRD# 4756746) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 20 years of experience in the finance industry. Monte Woodfin 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.
Charles Cooley (CRD# 7096768) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 4 years of experience in the finance industry.
Brian Ellis (CRD# 7705601) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has 1 year of experience in the finance industry.
Adam Grace (CRD# 7543241) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has 1 year of experience in the finance industry.
Owen Joyce (CRD# 7488680) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has 1 year of experience in the finance industry.
Kelly Mullican (CRD# 7284726) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 3 years of experience in the finance industry.