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Distance Only Martinsburg, WV
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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
Nicholas Aberegg (CRD# 5431528) is an Investment Advisor Representative working at Equitable Advisors, LLC in Martinsburg, WV and has over 16 years of experience in the finance industry.
Jonathan Bodwell (CRD# 4715199) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Martinsburg, WV and has over 20 years of experience in the finance industry.
Vernon Dabney (CRD# 6372089) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Martinsburg, WV and has over 9 years of experience in the finance industry.
Kelly Effland (CRD# 6493043) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Martinsburg, WV and has over 8 years of experience in the finance industry. Kelly Effland 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.
John Everson (CRD# 1444818) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Martinsburg, WV and has over 38 years of experience in the finance industry. John Everson 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.
Gary Guell (CRD# 2195174) is an Investment Advisor Representative working at Prudential Financial Planning Services in Martinsburg, WV and has over 32 years of experience in the finance industry.
Matthew Kradel (CRD# 5922819) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Martinsburg, WV and has over 11 years of experience in the finance industry. Matthew Kradel 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.
Phillip McCoy (CRD# 5957445) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Martinsburg, WV and has over 12 years of experience in the finance industry.
Dena Morgan (CRD# 6924623) is an Investment Advisor Representative working at Edward Jones in Martinsburg, WV and has over 5 years of experience in the finance industry.