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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
Adam King (CRD# 5873533) is an Investment Advisor Representative working at Brown Advisory in Norfolk, VA and has 1 year of experience in the finance industry.
Mark King (CRD# 2441997) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norfolk, VA and has over 26 years of experience in the finance industry.
James Kitz (CRD# 2080009) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Norfolk, VA and has over 33 years of experience in the finance industry.
Heinz Koch (CRD# 2918650) is an Investment Advisor Representative working at Courage Miller Partners, LLC in Norfolk, VA and has over 26 years of experience in the finance industry.
Zachary Lampert (CRD# 5082962) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norfolk, VA and has over 18 years of experience in the finance industry.
Julie Lewis (CRD# 5055887) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Norfolk, VA and has over 17 years of experience in the finance industry.
Melody Litwiller (CRD# 6470994) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 8 years of experience in the finance industry.
Jean Logan (CRD# 5844502) is an Investment Advisor Representative working at Brown Advisory in Norfolk, VA and has over 13 years of experience in the finance industry. Jean Logan 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 Lukic (CRD# 1000305) is an Investment Advisor Representative working at Sandpiper Capital, LLC in Norfolk, VA and has over 42 years of experience in the finance industry.
Susan Martin (CRD# 1065817) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Norfolk, VA and has over 24 years of experience in the finance industry. Susan Martin 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.