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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
James Ackerman (CRD# 2780227) is an Investment Advisor Representative working at Ackerman Asset Management, LLC in Rockville, MD and has over 25 years of experience in the finance industry.
James Adair (CRD# 4574314) is an Investment Advisor Representative working at Lpl Financial LLC in Marriottsville, MD and has over 18 years of experience in the finance industry.
Ashley Adams (CRD# 6670800) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 7 years of experience in the finance industry. Ashley Adams 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.
Craig Adams (CRD# 4696984) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 20 years of experience in the finance industry. Craig Adams 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.
Jeffrey Adams (CRD# 2155388) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 31 years of experience in the finance industry.
Oluseun Adeyemi (CRD# 6825947) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Rockville, MD and has over 6 years of experience in the finance industry.
Matthew Agada (CRD# 6779243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Germantown, MD and has over 5 years of experience in the finance industry.
Georgeanne Aist (CRD# 2695469) is a Wealth Planning Specialist working at Aist Wealth Planning in Waldorf, MD and has over 14 years of experience in the finance industry and over 22 years in the protection and planning industry.
Helping You Plan for the Certainty of Uncertainty. Life Happens. Plan for It!
- Helping You Protect Your Wealth
- Comprehensive Financial Planning Services
- Executive Benefit Coordination
- Business Succession Planning
- Tax Reduction Strategies
Georgeanne Aist is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC)...
Eden Akana (CRD# 6865581) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 5 years of experience in the finance industry.
Joel Albert (CRD# 6083715) is an Investment Advisor Representative working at Eagle Strategies LLC in Frederick, MD and has over 11 years of experience in the finance industry.