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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
Frank Abella (CRD# 3214727) is an Investment Advisor Representative working at Investment Partners Asset Management in Painter, VA and has over 24 years of experience in the finance industry.
Brian East (CRD# 3099168) is an Investment Advisor Representative working at Lpl Financial LLC in Accomac, VA and has over 25 years of experience in the finance industry. Brian East 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.
John Fiege (CRD# 4623902) is an Investment Advisor Representative working at Financial Solutions in Onancock, VA and has over 21 years of experience in the finance industry. John Fiege 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.
Christopher Heilman (CRD# 5191836) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Virginia Beach, VA and has over 17 years of experience in the finance industry.
Cathleen McCloy (CRD# 1198681) is an Investment Advisor Representative working at Private Advisor Group, LLC in Cape Charles, VA and has over 40 years of experience in the finance industry. Cathleen McCloy 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.
Jeremy Meyer (CRD# 4310332) is an Investment Advisor Representative working at Lpl Financial LLC in Onley, VA and has over 17 years of experience in the finance industry.
Willie Randall (CRD# 2814745) is an Investment Advisor Representative working at Edward Jones in Exmore, VA and has over 27 years of experience in the finance industry.
Glen Tyler (CRD# 5030814) is an Investment Advisor Representative working at Lpl Financial LLC in Onley, VA and has over 18 years of experience in the finance industry.
Wendy Marshall (CRD# 5756941) is an Investment Advisor Representative working at Edward Jones in Exmore, VA and has over 2 years of experience in the finance industry.