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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
Derrick Carter (CRD# 6531493) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Midlothian, VA and has over 8 years of experience in the finance industry.
Shannon Carter (CRD# 2142499) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Henrico, VA and has over 32 years of experience in the finance industry. Shannon Carter 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.
Alexander Casas (CRD# 6221563) is an Investment Advisor Representative working at Rock Steady Wealth, Inc. in Richmond, VA and has over 3 years of experience in the finance industry.
Robert Casasnovas (CRD# 2003573) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glen Allen, VA and has over 34 years of experience in the finance industry.
Michael Casey (CRD# 1462255) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Chesterfield, VA and has over 38 years of experience in the finance industry. Michael Casey 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.
Shane Cason (CRD# 4500533) is an Investment Advisor Representative working at Davenport & Company LLC in Richmond, VA and has over 22 years of experience in the finance industry. Shane Cason 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.
Andrew Castellano (CRD# 2854445) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Richmond, VA and has over 27 years of experience in the finance industry.
Jessica Cervinka (CRD# 6940127) is an Investment Advisor Representative working at Kingsguard Capital LLC in Glen Allen, VA and has over 6 years of experience in the finance industry.
Cory Cha (CRD# 6092762) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Glen Allen, VA and has over 11 years of experience in the finance industry. Cory Cha 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.
Marshall Chambers (CRD# 5893406) is an Investment Advisor Representative working at Heritage Wealth Advisors in Richmond, VA and has over 10 years of experience in the finance industry. Marshall Chambers 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.