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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
Susan Tompkins (CRD# 2348908) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Charlottesville, VA and has over 31 years of experience in the finance industry.
John Trentanove (CRD# 2969655) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Charlottesville, VA and has over 26 years of experience in the finance industry.
Crawford Ulmer (CRD# 6748635) is an Investment Advisor Representative working at Ulmer Financial in Charlottesville, VA and has over 6 years of experience in the finance industry. Crawford Ulmer 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.
Alexander Urpi (CRD# 6196798) is an Investment Advisor Representative working at Emergent Financial Services, LLC in Charlottesville, VA and has over 11 years of experience in the finance industry.
Xavier Urpi (CRD# 1729302) is an Investment Advisor Representative working at Emergent Financial Services, LLC in Charlottesville, VA and has over 31 years of experience in the finance industry.
Scott Valentine (CRD# 6470973) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlottesville, VA and has over 8 years of experience in the finance industry.
Scott Vallar (CRD# 2447309) is an Investment Advisor Representative working at Guard Hill Advisors LLC in Charlottesville, VA and has over 29 years of experience in the finance industry.
Mark Varner (CRD# 1198814) is an Investment Advisor Representative working at Davenport & Company LLC in Charlottesville, VA and has over 40 years of experience in the finance industry.
Darius Vesuna (CRD# 5185284) is an Investment Advisor Representative working at D.a. Davidson & Company in Culpeper, VA and has over 17 years of experience in the finance industry.