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Distance Only Mclean, VA
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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
Marilyn Daniel (CRD# 4623034) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mclean, VA and has over 20 years of experience in the finance industry.
Peter Daniels (CRD# 6500657) is an Investment Advisor Representative working at Commonwealth Financial Network in Mclean, VA and has over 8 years of experience in the finance industry. Peter Daniels 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.
Elizabeth Davila (CRD# 2552319) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mclean, VA and has over 8 years of experience in the finance industry. Elizabeth Davila 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.
Terry Delhomme (CRD# 5028451) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 14 years of experience in the finance industry.
Carmen Dello Iacono (CRD# 6411160) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 5 years of experience in the finance industry.
Joseph Denoyior (CRD# 2136470) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 32 years of experience in the finance industry.
Steven Digregorio (CRD# 1731139) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 36 years of experience in the finance industry.
Courtney Dinning (CRD# 4667823) is an Investment Advisor Representative working at Morgan Stanley in Mclean, VA and has over 8 years of experience in the finance industry.
Sean Dooley (CRD# 3083653) is an Investment Advisor Representative working at Wells Fargo Advisors in Mclean, VA and has over 25 years of experience in the finance industry. Sean Dooley 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.
Barbara Doran (CRD# 1308785) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 23 years of experience in the finance industry.