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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
Anna Touchard (CRD# 2355898) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, DE and has over 24 years of experience in the finance industry.
Bradley Travis (CRD# 5086977) is an Investment Advisor Representative working at Lpl Financial LLC in Lewes, DE and has over 17 years of experience in the finance industry. Bradley Travis 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.
Crystal Van Lenten (CRD# 6144970) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, DE and has over 6 years of experience in the finance industry.
Ronald Vascik (CRD# 4400753) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 22 years of experience in the finance industry.
Peni Warren (CRD# 1157535) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, DE and has over 26 years of experience in the finance industry.
Karen Wearden (CRD# 6351293) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has over 9 years of experience in the finance industry.
James Whalen (CRD# 5876202) is an Investment Advisor Representative working at Blue Rock Financial Group in Rehoboth Beach, DE and has over 12 years of experience in the finance industry. James Whalen 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.
Christopher White (CRD# 2215751) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rehoboth Beach, DE and has over 10 years of experience in the finance industry.
Nataliya Zook (CRD# 6762618) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 7 years of experience in the finance industry. Nataliya Zook 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.
Jason Bentley (CRD# 7064127) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 5 years of experience in the finance industry.