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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
Lewis Martin (CRD# 7287308) is an Investment Advisor Representative working at Commonwealth Financial Network in Charlottesville, VA and has over 3 years of experience in the finance industry.
Matthew McCalla (CRD# 7253139) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlottesville, VA and has 1 year of experience in the finance industry.
Timothy McClurg (CRD# 2362480) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlottesville, VA and has over 30 years of experience in the finance industry.
Rachel McCready-Flora (CRD# 4675212) is an Investment Advisor Representative working at Edward Jones in Charlottesville, VA and has over 3 years of experience in the finance industry.
Jake McLean (CRD# 6243634) is an Investment Advisor Representative working at Lpl Financial LLC in Charlottesville, VA and has over 10 years of experience in the finance industry.
Peter Mindnich (CRD# 7326598) is an Investment Advisor Representative working at Private Advisor Group, LLC in Charlottesville, VA and has over 2 years of experience in the finance industry.
William Newman (CRD# 6043465) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Culpeper, VA and has over 6 years of experience in the finance industry.
Gregory Nicholas (CRD# 7498193) is an Investment Advisor Representative working at Avantax Advisory Services in Elkton, VA and has over 2 years of experience in the finance industry.
Michael O'shaughnessy (CRD# 7901666) is an Investment Advisor Representative working at Ascent Financial Group in Charlottesville, VA and has 1 year of experience in the finance industry.
Colin Page (CRD# 7665378) is an Investment Advisor Representative working at Oakleigh Wealth Services in Crozet, VA and has 1 year of experience in the finance industry. Colin Page 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.