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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
Ashley Vice (CRD# 5024371) is an Investment Advisor Representative working at Solitude Financial Services, Inc. in Charlottesville, VA and has over 18 years of experience in the finance industry. Ashley Vice 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.
Bryan Vides (CRD# 4832661) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlottesville, VA and has over 19 years of experience in the finance industry.
Jorgen Vik (CRD# 4468551) is an Investment Advisor Representative working at Wells Fargo Advisors in Charlottesville, VA and has over 22 years of experience in the finance industry. Jorgen Vik 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 Von Thelen (CRD# 2422440) is an Investment Advisor Representative working at D.a. Davidson & Company in Charlottesville, VA and has over 30 years of experience in the finance industry.
Eric Wagner (CRD# 6560201) is an Investment Advisor Representative working at Morgan Stanley in Charlottesville, VA and has over 8 years of experience in the finance industry. Eric Wagner 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.
Duncan Wells (CRD# 5694425) is an Investment Advisor Representative working at Ranger Global Holdings LLC in Charlottesville, VA and has over 14 years of experience in the finance industry.
Kevin Wells (CRD# 6111896) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Charlottesville, VA and has over 11 years of experience in the finance industry.
Robert Wells (CRD# 6064526) is an Investment Advisor Representative working at Private Advisor Group, LLC in Charlottesville, VA and has over 11 years of experience in the finance industry.
Megan Wiley (CRD# 6338913) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Crozet, VA and has over 8 years of experience in the finance industry. Megan Wiley 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.
Brian Williams (CRD# 4663908) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlottesville, VA and has over 20 years of experience in the finance industry.