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Distance Only Norfolk, 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
Carol McLawhorn (CRD# 1632529) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 21 years of experience in the finance industry.
Christopher McLean (CRD# 5098473) is an Investment Advisor Representative working at Brown Advisory in Norfolk, VA and has over 17 years of experience in the finance industry.
Kimberley McMillan (CRD# 2520474) is an Investment Advisor Representative working at Davenport & Company LLC in Norfolk, VA and has over 29 years of experience in the finance industry. Kimberley McMillan 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.
Thomas McNally (CRD# 4900146) is an Investment Advisor Representative working at Clearstead; Hartland & Company, Llc; Clearstead Advisory Solutions in Norfolk, VA and has over 19 years of experience in the finance industry.
Andrew Merchant (CRD# 5296286) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 16 years of experience in the finance industry.
Jeffrey Miller (CRD# 5465165) is an Investment Advisor Representative working at Courage Miller Partners, LLC in Norfolk, VA and has over 16 years of experience in the finance industry.
Heather Miller Tokarz (CRD# 5274497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norfolk, VA and has over 17 years of experience in the finance industry.
James Mills (CRD# 2056817) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Norfolk, VA and has over 33 years of experience in the finance industry. James Mills 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.
Patrick Moore (CRD# 2046005) is an Investment Advisor Representative working at Lpl Financial LLC in Norfolk, VA and has over 30 years of experience in the finance industry.
William Moore (CRD# 1927182) is an Investment Advisor Representative working at Mos Capital, Inc. in Norfolk, VA and has over 35 years of experience in the finance industry.