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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
Pia Calhoun (CRD# 2891666) is an Investment Advisor Representative working at Lpl Financial LLC in Millville, DE and has over 26 years of experience in the finance industry. Pia Calhoun 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.
Nicholas Shevland (CRD# 6185984) is an Investment Advisor Representative working at Breakwater Wealth Management in Millville, DE and has over 10 years of experience in the finance industry. Nicholas Shevland 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.
David Ryan (CRD# 1699287) is an Investment Advisor Representative working at Private Advisor Group, LLC in Millville, DE and has over 36 years of experience in the finance industry.
Charles Adams (CRD# 6005366) is an Investment Advisor Representative working at Edward Jones in Berlin, MD and has over 11 years of experience in the finance industry.
Joseph Baker (CRD# 5739173) is an Investment Advisor Representative working at Ballast Financial Advisors, LLC in Georgetown, DE and has over 14 years of experience in the finance industry. Joseph Baker 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.
Laura Balback (CRD# 6085208) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Lewes, DE and has over 5 years of experience in the finance industry.
Benjamin Bateman (CRD# 6454257) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Rehoboth Beach, DE and has over 9 years of experience in the finance industry.
Oliver Beck (CRD# 6472283) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 8 years of experience in the finance industry.
John Bennish (CRD# 1574326) is an Investment Advisor Representative working at Edward Jones in Ocean Pines, MD and has over 37 years of experience in the finance industry.
Kimberly Benton (CRD# 5967074) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Millsboro, DE and has over 12 years of experience in the finance industry.