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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
Charles Mills (CRD# 4845542) is an Investment Advisor Representative working at Mills Value Adviser Inc. in Bentonville, VA and has over 19 years of experience in the finance industry.
Karl Mongold (CRD# 6714563) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harrisonburg, VA and has over 6 years of experience in the finance industry.
Katherine Moran (CRD# 2951744) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Harrisonburg, VA and has over 26 years of experience in the finance industry.
Everette Morgan (CRD# 4738069) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Woodstock, VA and has over 18 years of experience in the finance industry.
James Mumaw (CRD# 4407700) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harrisonburg, VA and has over 22 years of experience in the finance industry.
Charles Nagelvoort (CRD# 3089109) is an Investment Advisor Representative working at Edward Jones in Front Royal, VA and has over 25 years of experience in the finance industry.
Jenifer Nesselrodt (CRD# 4188036) is an Investment Advisor Representative working at Captrust in Harrisonburg, VA and has over 23 years of experience in the finance industry.
Gregory Owen (CRD# 4540501) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harrisonburg, VA and has over 21 years of experience in the finance industry.
Adam Palmore (CRD# 6936538) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Harrisonburg, VA and has over 5 years of experience in the finance industry. Adam Palmore 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.
Sean Philpott (CRD# 6435444) is an Investment Advisor Representative working at Davenport & Company LLC in Harrisonburg, VA and has over 9 years of experience in the finance industry.