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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
Joseph Platt (CRD# 1256473) is an Investment Advisor Representative working at Lpl Financial LLC in Charlottesville, VA and has over 40 years of experience in the finance industry.
Cathy Poe (CRD# 4585338) is an Investment Advisor Representative working at Level Four Advisory Services in Cuspeper, VA and has over 16 years of experience in the finance industry.
Avrom Posner (CRD# 719048) is an Investment Advisor Representative working at Davenport & Company LLC in Charlottesville, VA and has over 43 years of experience in the finance industry.
David Posner (CRD# 6134514) is an Investment Advisor Representative working at Davenport & Company LLC in Charlottesville, VA and has over 11 years of experience in the finance industry.
Stephen Purdy (CRD# 2904224) is an Investment Advisor Representative working at Virginia Investment Advisory, Inc. in Charlottesville, VA and has over 26 years of experience in the finance industry.
Courtney Regan (CRD# 6695894) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 7 years of experience in the finance industry. Courtney Regan 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.
Julia Reichard (CRD# 6027958) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charlottesville, VA and has over 11 years of experience in the finance industry. Julia Reichard 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.
James Rennie (CRD# 835426) is an Investment Advisor Representative working at Davenport & Company LLC in Charlottesville, VA and has over 42 years of experience in the finance industry.
Cindy Rickett (CRD# 4724430) is an Investment Advisor Representative working at Edward Jones in Culpeper, VA and has over 20 years of experience in the finance industry.